estate inheritance

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

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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.

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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

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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

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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

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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.

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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.

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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.

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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

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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

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Brothers disagreeing over family inheritance

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

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no fault divorce

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.

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Financial considerations for getting married

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.

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Just married couple in car

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.

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