As a business owner, you might neglect your personal finances because you’re focused on those of your company. Here’s a list of important tasks you should consider completing this year if you haven’t already.

JRR Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning could also teach us some important lessons: discover more about four of these.

Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026.

Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know.

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of.

Most people are confident they could spot a scam if they were targeted. However, it could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.

A growing number of people are considering ESG factors when making investment decisions. However, one area you might overlook is your pension.

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.

Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.

In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children. Whether your child is still in nursery or already working their way up the career ladder, there could be benefits to making pension contributions on their behalf.