Financial Planning

We take a look at the changes announced by the Chancellor in the Autumn Budget, plus what they could mean for your savings, investments, and retirement planning.

From April 2027, the rules around pensions and Inheritance Tax (IHT) are changing, and it could affect how much IHT your loved ones need to pay. We look at who this might impact and what you can do to prepare.

What are the key points announced in the Chancellor's Spring Statement? We take a look at what the announcement will mean for welfare, tax, and government spending.

What are the key points announced in the Chancellor's Autumn Budget? We take a look at what the announcement will mean for stamp duty, income tax, and more.

New rules for auto-enrolment contributions will make more people eligible to join workplace pension schemes. To help your business plan for the future, we look at what those changes mean for you and your employees, and how you can mitigate extra costs.

Private medical insurance doesn’t normally cover pregnancy, birth, or post-natal care. But you should be covered if any complications affect your health – for example, miscarriage or pre-eclampsia.

Making the right investment decisions once you have retired can boost your income and help you to make the most of your retirement.

When you plan for your retirement, it's important you consider inflation. If you don't, you can't realistically evaluate how much your pension will provide at retirement.

While none of us can predict the future, we look at how long your pension might last, and how much money you need for a comfortable retirement.

Behavioural bias describes beliefs, assumptions, and attitudes we hold without really knowing why. Here, we explore why bias is so influential and look at what you can do to minimise the impact.