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3 fundamental questions to answer if you’re investing for children

Published: July 29, 2024 by Jennifer Armstrong

Building a nest egg for your child or grandchild could give them a head start when they reach adulthood. It might allow them to pursue further education, get on the property ladder, or even enjoy a gap year. While saving … Continue reading

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Published: by Jennifer Armstrong

Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your estate. As a result, this could have a significant effect on your legacy. A … Continue reading

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

Published: 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