5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to…
Why you could benefit from reviewing your financial habits as you transition into retirement
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Sticking to your current financial habits could mean you…
Balancing your goals: Why investing could be suitable for long-term goals
Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and, in some cases, investing may play an important role too. In previous blogs,…
5 tips for building meaningful connections
It’s much easier to feel disconnected from others than you might think. Even when you’re surrounded by people at work or at home, it can still feel as though something’s missing. This sense of not…
5 crucial things you need to understand before considering crypto
Please note: Cryptoassets may not be regulated so please be aware that trading them carries a considerable amount of risk for your capital. Cryptocurrencies are also not covered by existing consumer protection laws and are…
How the value of your estate affects a key Inheritance Tax allowance
Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability. Each year, the amount of IHT paid to HMRC is increasing. By…