Investment market update: July 2026
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Read on to […]
How to rethink ageing and build a positive mindset
In western societies, ageing is often seen as a negative experience that people try to delay or deny as long as possible. […]
4 estate planning lessons you could learn from JRR Tolkien’s legacy
In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its […]
Explained: When Inheritance Tax could apply to gifts
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Indeed, according to Paragon […]
2 upcoming ISA changes you should be aware of
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. You might […]
The psychology behind investment mistakes
Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that […]
Investment market update: June 2026
According to the Organisation for Economic Co-operation and Development (OECD), a global recession could occur if the conflict in Iran continued into […]
5 fantastic reasons to make volunteering part of your retirement plan
You might have spent years working, saving, and investing to build the wealth you and your family need for a comfortable and […]
Life insurance v family income benefit: Which is right for your family?
You no doubt want to protect your loved ones against life’s twists and turns. For many families, that includes shielding their finances […]
The £12.3 billion cost of delaying estate planning
Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more […]
4 practical reasons to regularly contribute to your child’s pension
In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children. […]
The psychology of fear in investing: Why mastering it could support long-term success
Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times […]