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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5 important questions to answer if you’re jointly buying a home
Buying a new home with someone is exciting, and answering these questions could help ensure you’re on the same page about your mortgage and ownership. According to an article in Estate Agent…
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Only 19% of adults are prepared for health and financial shocks
Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks, according to Cover Magazine (4 March 2026). This means families could be more vulnerable to shocks and…
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Are you supporting a loved one? You might need a Lasting Power of Attorney to act
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney (LPA) in…
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How the value of your estate affects a key Inheritance Tax allowance
Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability. Each year, the amount of IHT paid to HMRC is increasing. By…
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Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable. Here are four powerful reasons to…
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Wealth v strategy: Why a financial plan is essential
Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear…
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Guide: How to plan for a 100-year life
The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. According…
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Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan. If you decide you want to retire sooner than originally…
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4 ways you could pass on wealth and protect your chosen family
Estate planning isn’t always as straightforward as leaving everything to a spouse or direct descendant. In fact, many people in the UK are opting to leave some or all of their wealth to their “chosen…
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