Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones.  Research suggests administering an estate after a loved one has passed away can affect mental health and finances. Read on to learn more about some of the steps you could take to help your family manage […]

Households are paying more in taxes, research suggests. At a time when high inflation may be affecting your outgoings, finding ways to reduce your tax bill could be valuable. If you’re married or in a civil partnership, planning with your partner could help you get more out of allowances.  According to the Institute for Fiscal […]

Trusts may be a useful way to pass on wealth, but research suggests it’s an option some people are dismissing.  You can place a variety of assets in a trust, from investment to property, for the benefit of another person, known as the “beneficiary”. The trust is then managed by one or more trustees according […]

More people in England and Wales are celebrating their 100th birthday. It could have implications for your financial plan and creating an income in retirement.  According to a release from the Office for National Statistics (ONS), on Census Day in 2021, there were 13,924 centenarians living in England and Wales. The oldest person to complete […]