What is the “Great Wealth Transfer” and how could it affect you?

In the decades ahead, an unprecedented amount of wealth will change hands between generations. The Silent Generation and Baby Boomers – broadly, those born between 1928 and 1965 – are passing on estates in ...

It’s entirely understandable that you might find it difficult to have financial conversations with elderly relatives. The subject itself can feel awkward and intrusive. You may even worry that ...

They say a picture is worth a thousand words. But some pictures can say more than they intended – in this instance, by demonstrating valuable financial planning tips. 19 August marks World ...

As retirement is one of the key milestones in your life, there is almost endless information about pensions – and not all of it is true. Due to this, you may ...

In her Spring Statement, the chancellor, Rachel Reeves, commented on the government’s interest in reforming ISAs to encourage more investment in the economy. She claimed she intended to “get ...

The modern world is becoming increasingly challenging for younger generations trying to gain a financial foothold. With the burden of student debt, soaring house prices, and the rising cost of ...

Inheritance Tax (IHT) planning often ranks high on the list of financial concerns, but many people still have misconceptions about how it works. Whether you’re planning to leave something ...

Having a valid and up-to-date will is perhaps one of the more essential steps you can take to ensure your wishes are carried out after you pass away. If you ...

Last year there was an interesting article in the Guardian about a teacher who was struggling to finalise her divorce as she had waited over three months for the Teachers’ ...

Losing your spouse or partner can be one of life’s most difficult experiences, and on top of the emotional challenges, there are often lots of practicalities to sort out. ...

If you have had first-hand experience of dementia, you’ll know just how devastating a disease it can be. With life expectancy increasing, dementia is becoming more prevalent. Indeed, the ...

On 2 April – “Liberation Day” – Donald Trump introduced new US trade tariffs, prompting a decline in investor confidence and a significant dip in global markets. However, a few days later, Trump’...