Being mortgage-free before you retire is a common goal. It can be difficult to secure a new mortgage deal once…
Women are investing earlier than men, and it could close the wealth gap
The gender wealth gap is a widely acknowledged issue in the UK, particularly in the context of pension savings and…
5 crucial things you need to consider when reviewing your estate plan
If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues…
Annuity rates are rising, and they could provide retirees with a valuable reliable income
Annuities used to be an essential part of retirement planning, but they’ve fallen out of favour since the government introduced…
Why September’s inflation rate could deliver a bumper boost to your State Pension
For months, you’ve probably heard about the cost of living crisis and how it means your budget needs to stretch…
Equity release: Here’s why the right to make repayments could cut the cost of borrowing
Equity release can help boost your finances later in life. The way that interest is rolled up often means that…
5 compelling reasons why you should share a financial planner with your family
Money and financial decisions are often seen as a personal matter. However, making your family part of the financial planning…
Income Tax freeze means 1 in 5 could pay the higher rate by 2024/25. Here’s how you could reduce your liability
Last year, former chancellor Rishi Sunak announced that he would freeze Income Tax thresholds until 2026, and it means far…
Should you voluntarily pay National Insurance contributions to boost your State Pension?
The State Pension is often an important part of your retirement income, so should you top up your National Insurance…
1 in 10 accessing their pension do so to pay off debt. Here’s what you need to consider
While lifestyle expenses are the most popular reason for accessing a pension, a survey suggests that a significant number of…