25
Sep
2025
How pension and Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might... Read More
25
Sep
2025
3 ways behavioural bias could affect your approach to estate planning
Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An... Read More
26
Aug
2025
The decumulation dilemmas you might need to overcome when you retire
One of the retirement challenges many people face is how to handle wealth decumulation. During your working life, you’re typically working to... Read More
26
Aug
2025
The power of visualising your wealth: From cloth to cashflow modelling
Understanding where your wealth is coming from and how you’re using it could help you make more informed decisions. However, as so... Read More
26
Aug
2025
The psychological influences that could affect your relationship with money
Your relationship with money is related to far more than how much cash you have. In fact, psychological influences could be having... Read More
22
Jul
2025
How the “blue dot theory” could influence your life
Do you consider yourself an optimist or a pessimist? The “blue dot theory” could suggest that humans are hard-wired to be pessimists,... Read More
22
Jul
2025
The joy of anticipation: How financial planning generates wellbeing
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of... Read More
22
Jul
2025
Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions in the... Read More







