I’ve inherited a lump sum, what should I do with it?
Inheriting a lump sum can feel quite overwhelming. While we can’t tell you how to spend it, we can suggest a few options worth considering
Financial planning for new parents: Don’t forget about your future too
When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future
Financial planning in your 60s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
Financial planning in your 50s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
Financial planning in your 40s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
Gifting in your lifetime to reduce inheritance tax
As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax
9 ways to reduce the inheritance tax bill for your family
There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help you eliminate it completely.
Setting up trusts and gifting in your lifetime
Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due
5 steps to prepare financially before your death
No one wants to think about their death, but preparing financially could spare your loved ones unnecessary distress and financial expense
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney
Why making a will matters to your family
Making a will is the first and vital step to shielding your loved ones from unnecessary additional stress and worry, should the worst happen
How to stop family disputes over an inheritance
Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to the courts to contest a will than ever before
The financial turmoil and considerations of a divorce
No-fault divorce comes into effect from April 2022. We take a look at the financial considerations of a divorce.
Financial considerations: Getting married
Congratulations - you're engaged. It’s worth taking a moment to consider how a marriage or civil partnership will impact your financial plan.
Are your children ready to take on your inheritance?
If you plan to leave a significant inheritance to your children, make sure they have the know-how to manage it sensibly?
Just married – how to manage your joint finances successfully
A good financial planner will find out about your hopes and dreams and help you manage your money so you can achieve them.
Tax-efficient ways to leave a legacy
Inheritance tax can cause chaos for families during what is already a difficult time, which is why it’s worth planning the most efficient way to leave your legacy.
Trust fund baby… the pros and cons of setting up a trust for your kids
While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.
Estate Planning mistakes to avoid
Planning your estate to leave more than just memories to your loved ones is a wonderful position to be in, but there are a number of mistakes to avoid.