Blog

The power of pension tax relief and how it could boost your retirement income Pension tax relief can significantly bolster your future retirement income. Here's why it's worth ensuring you've claimed all you're entitled to. Read more

3 insights from the FTSE 100’s performance that could help you curb impulsive decisionsFTSE 100 Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100. The index was up 21.5% over the year. Find out what investments lessons you could learn from the FTSE’s performance. Read more

Why business owners may want to consider a pension alongside their exit strategy Overlooking your pension when thinking about your future as a business owner could leave you in a difficult situation when you want to retire. Find out why you might consider your exit strategy alongside your pension, rather than as a replacement for it. Read more

Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first Gifting can be an effective way of reducing your Inheritance Tax liability. However, it’s not always simple. Discover five things to check before you get started. Read more

2 reasons to combine your financial plan with your partner’s Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your and your partner’s financial plans could be valuable. It may seem too practical for a day celebrating love, but it could support your relationship. Read more

7 ways financial planning could help you set realistic goals Setting realistic goals for yourself can be difficult. Being too ambitious could lead to disappointment if you don’t hit your target. Similarly, you might underestimate what’s possible. Your financial planner could add a valuable perspective when you’re setting goals. Read more

Why retirement has a language problem and how to change the narrative Language is powerful. The words you use to describe different scenarios can change how you perceive events. The language used for retirement could lead to a pessimistic outlook, but it is possible to change the narrative. Read more

7 motivational tips to help keep your 2026 goals on track The start of the year is the perfect time to set yourself goals for the future. Here are seven motivational tips to help you stay on track in 2026. Read more

Phasing into retirement: 5 essential financial considerations While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Find out more about five key considerations, like whether you should defer your State Pension or supplement your salary. Read more

8 financial tasks to complete before the end of 2025 Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some financial tasks as you enjoy a mince pie. Ticking off these jobs now could help ensure you have everything ready for 2026. Read more

Is the default pension fund right for you? How your pension is invested will affect the value of it and the income it will provide you later in life. If you’ve put off reviewing your pension fund, find out why it could be a worthwhile task. Read more

How cashflow planning turns numbers into possibilities When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for your future? Cashflow planning can turn the numbers into possibilities. Read more