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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

Why your most important goals could trigger financial bias Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and information. Indeed, the more important the goal is to you, the more likely it is that bias occurs. Read more

6 origins of financial bias that could affect you Bias can affect the decisions you make, including financial ones. But how are biases formed? Research suggests numerous factors influence biases, including emotions and evolution. Read more

The difficult but important estate planning conversations to have with your family Once you’ve created an estate plan, you might want to talk to your family about the decisions you’ve made. While these conversations can be difficult, they’re important and could ensure everyone is on the same page. Read more