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Why taking your pension as a lump sum could leave you with a huge tax bill

Published: July 29, 2024 by Jennifer Armstrong

Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with a large and unexpected tax bill. Read on to find out what you need to know about tax … Continue reading

Inheritance Tax: The basics you need to know about the “death tax”

Published: by Jennifer Armstrong

Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if it’s something you should consider as part of your estate plan. Over the next few months, you … Continue reading

3 fun ways you can pass on essential money lessons to children

Published: June 28, 2024 by Jennifer Armstrong

As a parent or grandparent, you want the young children in your life to grow up to be happy and successful adults. A solid grasp of finances could set them off on the right track when they get older, but … Continue reading

Investment market update: June 2024

Published: by Jennifer Armstrong

2024 is a historic election year – elections will take place in 50 countries. More than 2 billion voters will head to the polls in countries including the UK, US, France, and South Africa throughout the year. Political uncertainty can … Continue reading

Why failing to remortgage could cost you hundreds of pounds every month

Published: by Jennifer Armstrong

When your current mortgage deal ends, ideally you want to review your mortgage options and potentially seek out a new deal. It’s a step that could cut your mortgage repayments by hundreds of pounds every month. Read on to find … Continue reading