4 ways you could pass on wealth and protect your chosen family
Estate planning isn’t always as straightforward as leaving everything to a spouse or direct descendant. In fact, many people in the UK are opting to leave some or all of their wealth to their “chosen…
The importance of managing your pension withdrawals to protect your retirement lifestyle
Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, your pension still needs careful attention in retirement – just as much as when you were contributing…
5 ways a cashflow model could support your estate plan
Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a cashflow model could help you answer both financial and emotional questions, so you’re…
How psychology might affect your view of cash and safety
How your brain works can affect how you view wealth and different assets. For many, this can mean cash feels like a safer option than alternatives, but it’s not always the right one. Indeed, sometimes…
Balancing your goals: 3 options for short-term savings
It’s common to be juggling different goals with various time frames, which can be difficult to balance. Over the next few months, you can read tips on managing short-, medium-, and long-term financial goals, and…
Investment market update: February 2026
In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read on to discover some of the factors that may have affected your…