Insights
Explore our latest financial insights.
Dive into our articles, downloads and resources below for the latest in finance including expert analysis, economic news, and tips to inform and guide your financial decisions.
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Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year
The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these valuable allowances before the end of the 2025/26 tax…
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3 insights from the FTSE 100’s performance that could help you curb impulsive decisions
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100 – an index of the 100 largest companies listed on the London Stock Exchange. According to the…
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How to be a successful investor: Following a strategy that’s right for you
There’s more to being a successful investor than following the latest market trends and tips. Setting out a strategy that’s right for you could allow you to balance risk against your goals. Last month, you…
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6 life insurance myths homeowners should know
Compared to other countries in Europe and the US, Brits are among the least likely to take out life insurance, and it could leave their families in a vulnerable position if the worst happened. Life…
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ESG investing: Why social and governance factors could be essential for business success
When you first think about environmental, social, and governance (ESG) investing, there’s a chance that environmental issues might be the first that come to mind. This is entirely understandable, as carbon emissions, climate targets, and…
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2 reasons to mark the new tax year in your calendar
On 5 April 2026, the current tax year will end, and the new one will start the following day. Making a note of the deadline in your calendar could help you make the most of…
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The power of pension tax relief and how it could boost your retirement income
If you’re saving for retirement, you will want to get the most out of what you’re putting into your workplace or private pension. Fortunately, there are plenty of tax efficiencies when you save your wealth…
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Guide: 5 tips to help you manage your wealth in 2026
The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact,…
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Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT…
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