Key steps to take before the tax year ends
Why you should act now: Have you used your allowances before 5 April 2026? With the 2025/26 tax year-end fast approaching, now is the time to act. Waiting until the last minute could mean missing out on valuable allowances that can boost your finances and save you money.
Is your income protected?
Half of UK workers see income protection as vital, yet only 27% have it Recent research reveals a striking insight. 50% of the UK’s working population believes they would feel more financially resilient with income protection insurance[1]. This type of cover is specifically designed to provide financial support if you’re unable to work due to […]
Living with uncertainty
How to navigate financial unpredictability The world feels more uncertain than ever, with 83% of UK adults agreeing that life has become less predictable, according to research[1]. This growing unease is reshaping how people view their finances, with six in ten (59%) feeling less confident about their financial future because of recent changes in the […]
Smart gifting
Tax-free ways to support your children and grandchildren Passing wealth to the next generation is a primary concern for many families, yet the complexities of Inheritance Tax (IHT) often cause unnecessary anxiety. With the headline rate of IHT set at 40%, careful planning is essential to ensure your children benefit as much as possible from […]
Are you making the most of your ISA?
Maximise your pension planning before the end of the 2025/26 tax year
Smart strategies for investing in your 50s and beyond
Maximise your pension planning before the end of the 2025/26 tax year
