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The difficult but important estate planning conversations to have with your family

Published: November 5, 2025 by Jennifer Armstrong

An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as your funeral preferences or who you’d like to … Continue reading

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Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them

Published: by Jennifer Armstrong

For some investors, particularly higher-rate taxpayers, Venture Capital Trusts (VCTs) could offer an attractive and tax-efficient investment prospect. Read on to discover the basics you need to know if you’re thinking about making VCTs part of your financial plan. VCTs … Continue reading

Guide: Everything you need to know about the State Pension

Published: October 7, 2025 by Jennifer Armstrong

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023 survey by Legal & General found that 94% of UK adults said that financial security … Continue reading

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Investment market update: September 2025

Published: by Jennifer Armstrong

There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive outcomes also emerged. Read on to find out what might have influenced your investment portfolio’s recent performance. Investors … Continue reading

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The pros and cons of overpaying your mortgage

Published: by Jennifer Armstrong

Overpaying your mortgage to clear it sooner sounds like an excellent step to take if you’re in a position to do so. However, it’s not always straightforward, and in some cases, other options may suit you better. Read on to … Continue reading