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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The autopilot mortgage mistakes that could cost you money
With hundreds of decisions to make every day, you can end up acting on autopilot. While this is useful when you’re making small decisions, you could waste resources if you’re not thinking through larger ones.
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Guide: What the Back to the Future ripple effect could teach you about financial planning
It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that…
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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT) paid to HMRC will have increased by 11.6% in 2024/25 compared to…
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How technology could be harming your investment decisions
Technology has made it easier than ever to invest and review the performance of your portfolio. Yet, it could also be harming your decision-making skills and the way you approach managing your finances. Understanding when…
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Financial protection: 3 useful questions to help you calculate appropriate cover
Financial protection may provide you or your loved ones with a financial injection when you need it most. Calculating what level of cover is appropriate for you is an essential step to take when comparing…
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How to improve your financial resilience
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than…
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Why defining “financial freedom” could help you achieve it
Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is influenced by other lifestyle goals, so defining how to measure it for you could help…
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Guide: The compounding effect: How it could boost or harm your finances
When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed. But that didn’t stop it from becoming synonymous with the celebrated physicist, Albert Einstein. The…
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4 useful insights from a decade of Pension Freedoms
A decade ago, the introduction of Pension Freedoms shook up retirement planning and gave retirees more options than ever. Before 2015, if you had a defined contribution (DC) pension, the common route was to use…

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