Financial Planning
Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers are embracing retirement flexibility and choosing to phase gradually into the next stage of their lives. Indeed, a survey published in September 2024 by WTW found that 49% of UK workers aged over 50 are already phasing into retirement or […]
There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive outcomes also emerged. Read on to find out what might have influenced your investment portfolio’s recent performance. Investors turn to gold as market uncertainty continues in September 2025 The price of gold reached […]
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. For most people, retiring is a goal. Pick an age, create a […]
Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is the introduction of a wealth tax. In August 2025, the BBC reported that the Labour government must increase taxes if it is to plug a £41.2 billion black hole in its budget. There’s a […]
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has the potential to significantly affect your estate plan, so thinking about it now could be useful. While the policy change is still in the initial […]
Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in July 2025. While scrapping the State Pension may not be on the cards yet, there are suggestions that significant changes, which may affect your retirement, could be introduced. In 2025/26, the full new […]