Financial Planning

Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.

Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks. This means families could be more vulnerable to shocks and face the consequences of being unable to meet financial commitments, such as losing their homes.

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 plan could be essential for helping you reach your goals. If you’re simply accumulating wealth, your assets don’t have a…

Conflict in the Middle East caused market volatility throughout March 2026. Find out what other factors may have affected your investments.

Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement, and could face uncertainty later in life as a result. However, opening a pension could benefit both you and your business.

Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a cashflow model could help you answer both financial and emotional questions, so you’re in a better position to make important estate planning decisions.

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

How your brain works can affect how you view wealth and different assets. For many, this can mean cash feels like a safer option than alternatives, but it’s not always the right one. Indeed, sometimes choosing to hold cash could mean you miss growth opportunities.

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.