After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of your portfolio at the end of the year.
Gifting can be an effective way of reducing your Inheritance Tax liability. However, it’s not always simple. Discover five things to check before you get started.
A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement. Discover what steps you could take to assess what contribution you may need to make.
Setting realistic goals for yourself can be difficult. Being too ambitious could lead to disappointment if you don’t hit your target. Similarly, you might underestimate what’s possible. Your financial planner could add a valuable perspective when you’re setting goals.
Humans are programmed to act in certain ways, and these behavioural biases can affect your spending behaviours. Read how you can improve your spending habits and ability to reach other goals.
In November 2025, concerns of an AI bubble affected the markets, but there were still highs. Find out what else may have influenced the performance of your investment portfolio.
The last 12 months have been interesting for investors, with the market experiencing volatility. Discover some valuable insights from 2025.
How your pension is invested will affect the value of it and the income it will provide you later in life. If you’ve put off reviewing your pension fund, find out why it could be a worthwhile task.
When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for your future? Cashflow planning can turn the numbers into possibilities.
While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Find out more about five key considerations, like whether you should defer your State Pension or supplement your salary.
