22
Jul
2026
Westminster Abbey

5 fascinating medieval monuments for history buffs to visit

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22 Jul 2026
Nearly 1,000 years after it was made, the Bayeux Tapestry is set to return to England for the first time. This world-famous tapestry depicts events leading up to the Battle of Hastings and the Norman conquest in 1066, and is an incredible 70 metres long. The tapestry is being loaned to the British Museum between September 2026 and July 2027. Its permanent home is the Bayeux Tapestry Museum in Normandy, France, but as the museum is closed for renovations it has made this historic loan to the UK. With this in mind, discover five other fascinating medieval monuments you can visit or view in the UK. 1. Westminster Abbey, central London One of the stalwarts of the London skyline, Westminster...
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22
Jul
2026
UK bank notes on a table.

The £12.3 billion cost of delaying estate planning

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22 Jul 2026
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. According to a report covered by Today’s Wills and Probate (5 June 2026), delays in estate planning could cost UK families £12.3 billion when changes mean pensions will form part of your estate next year. Under the current rules, most pension wealth sits outside your estate for IHT purposes. This made pensions a useful way to pass on wealth. However, for many pension holders, that will change on 6 April 2027, as most pensions will be included...
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22
Jul
2026
A man looking anxious

The psychology of fear in investing: Why mastering it could support long-term success

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22 Jul 2026
Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times is fear. Learning how fear influences investment decisions and how to master it could support your long-term success. Fear could strike investors in multiple ways There’s more than one form that fear can take when you’re investing. You might experience a fear of: Losing money, which could lead to you being overly cautious. You might even avoid investing altogether because of the perceived risk of losing some or all of your money. Making the wrong decision. As an investor, you often have multiple options, and this form of fear could lead to decision paralysis because you overthink or...
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22
Jun
2026
A woman cycling along a beachfront.

How to continue embracing adventure in retirement

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22 Jun 2026
If you’re yearning for an adventure in retirement, this chapter of your life doesn’t have to mean putting your feet up and embracing a slower pace of life. Whether you’re keen to explore new destinations or try your hand at a new activity, there can still be adventures around the corner. While the stereotype of a retiree might focus on a more sedate lifestyle, you can make your retirement what you want it to be. For the adventurous at heart, that might mean getting out and being more active than ever, or perhaps you want to blend these two lifestyles to create one that’s perfect for you. Here are six ways you could embrace adventure in retirement. 1. Rethink your...
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22
Jun
2026
A couple happily talking with their financial planner.

Revealed: The hidden benefits of long-term financial planning

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22 Jun 2026
When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part of some financial plans, the hidden benefits may be even more valuable to you. A financial plan isn’t only focused on wealth creation. Indeed, in some cases, a plan might involve using assets, such as when you retire. Instead, it’s a strategy that brings together your current financial circumstances, financial needs now, and long-term goals. It provides a roadmap showing how you might use your assets efficiently to work towards the future you want. As a result, some of the benefits of financial planning may...
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22
Jun
2026
Someone taking money out of a wallet.

Why you could benefit from reviewing your financial habits as you transition into retirement

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22 Jun 2026
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Sticking to your current financial habits could mean you miss out on opportunities to enjoy your retirement, or even mean you risk using up your savings too soon. Read on to find out why. The shift to depleting assets can be difficult for some retirees to manage As you retire, you’ll often move away from earning an income and building wealth towards depleting your assets. If you’ve established a good money habit of regularly saving or investing during your working life, it might be difficult to now spend your wealth. It’s something retirees might...
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About Me

I’ve been advising clients for over 30 years.

In this time, I’ve garnered a broad base of knowledge helping clients from various walks of life and helping create financial solutions built specifically for them.

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Mathew Brooks
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