Your midlife can be an exciting time. It might also present some new challenges, such as retirement planning with a partner or supporting elderly relatives. Arranging a financial midlife MOT could help you overcome obstacles and feel more confident as you prepare for the next chapter.

From April 2027, pensions are expected to fall within your estate. This may mean reviewing your estate plan or that you need to consider Inheritance Tax for the first time. Find out more about the policy change and why it could affect your legacy.

Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is a wealth tax. Find out how a wealth tax could work in the UK.

The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set out your wishes in a will.

A survey suggests many investors expect an “unrealistic” average annual return of 9.2%. Find out why improbable returns could harm your financial plan and how to set realistic expectations.

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.

Life is often unexpected, and your financial plan should be updated to reflect changes to your circumstances or goals to ensure it continues to suit your needs. Read about four reasons why you might want to schedule an extra financial review.

The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news. While it can feel tempting to respond to attention-grabbing headlines, it might lead to decisions that aren’t right for you or don’t align with your long-term financial plan.

More than half of pension holders don’t know how they can access their savings when they retire. Find out more about annuities, flexi-access drawdown, and withdrawing lump sums to understand which option could be right for you.

The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.