Even if you think it’s not going to affect you or those you leave your money to, it’s a good idea for everyone to have an inheritance tax plan – or at least consider it.

For those newly retired or planning significant life changes, the constant stream of negative news can be particularly challenging.

As we step into March it’s time to look ahead to the warmer, sunnier days of Spring. And, somewhat less romantically, to the end of the financial year on 5 April.

Did you know that people find money such a taboo topic that they’d rather talk about anything else?

On the 12th day of Christmas my planner gave to me… 12 investing principles! This may not seem like the most obvious gift, but there is thought behind it…

If traditional retirement doesn’t seem like an option you want to take, then now’s the time to think about putting your purpose – and yourself – first.  

Our at-a-glance summary of the Chancellor’s long-awaited Autumn Statement

Taking a break isn’t just good for the soul, it’s great for focusing on what’s really important

Preparing for financial independence is exciting – and scary