Keeping your estate inheritance in the bloodline
The moment your Will is finalised, subsequent changes to your circumstances can affect your estate inheritance plans - including for your children
What should I do with an inheritance received in my 60s?
Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.
What’s the difference between a will and a trust?
Wills and trusts are both important components of estate planning. It’s easy to confuse the two, but there are key differences between them
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 for new parents: Protecting your family
As a new parent, protecting your family is priority and that includes ensuring your family is looked after financially – whatever happens
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.
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 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.
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.