16 September 2025 As a child, Roald Dahl may have sparked your imagination and delighted you with magical stories. As an adult, those stories might be able to teach you valuable lessons about financial planning. Established to commemorate the author’s birthday, 13 September is Roald Dahl Story Day. In support of Roald Dahl’s Marvellous Children’s […]
Andrew Day
Only 2% of estates use this Inheritance Tax loophole
16 September 2025 Careful financial planning helps to ensure that you can live your desired lifestyle and achieve important goals now and in the future. However, as well as your own aims, you will likely consider your loved ones and the legacy you leave for them. That is why Inheritance Tax (IHT) planning is so […]
5 Autumn Budget tax predictions and what they could mean for you
16 September 2025 The Budget is an important date in the calendar because it is the chancellor’s opportunity to give an economic forecast and announce upcoming plans for spending and taxation. This year, the Budget will happen on 26 November. As you may have seen, the UK faces serious ongoing economic challenges, and chancellor Rachel […]
Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning can help you reduce your tax bill, invest to get the most out of your […]
Should you use AI to write your will?
12 June 2025 Five years ago, the term “artificial intelligence” would have sounded alien to most people. But today, AI is everywhere – providing anything from essay-writing support to cybersecurity features your bank or building society uses to protect your money. Whether you are already using AI tools at work or at home, or you […]
37% of retirees are helping their families financially – are you?
12 June 2025 Every year, provider Scottish Widows produces a Retirement Report that breaks down how attitudes to retirement are changing, and what retirees need to look out for in future. Its 2024 report found that: Drawing on that final point, if you are approaching or already in retirement, helping your children and grandchildren may […]
Why have gold prices reached record highs, and what does this mean for you as an investor?
12 June 2025 Gold mining dates back as far as 4000 BCE, with evidence suggesting it spanned throughout Asia, Africa, and the Middle East during ancient times. Gold has long been a coveted resource that humans have held dear, having represented wealth, prosperity, and even divinity for thousands of years. And of course, the Californian […]
Top tips to help you avoid financial scams after the M&S data breach
You may have seen the recent headlines about Marks & Spencer (M&S) and the significant cyberattacks the retailer has been a victim of, causing immense disruption to its online operations and costing an estimated £300 million in profits. In this case, scammers have stolen key customer information, which the BBC reported could include names, email […]
1 in 10 adults is unaware of their monthly spending. Are you?
19 May 2025 Leonardo Da Vinci famously said: “Simplicity is the ultimate sophistication.” In all areas of your life, you might find that overcomplicating your strategy leads to poor results. For instance, if you want to improve your physical fitness, having a simple plan that is easy to follow may help you remain disciplined and […]
Should you take your pension at 55?
19 May 2025 Professional mountaineers often attest to the fact that while the ascent is challenging, coming down from the mountain is the part that will really test their resilience. In a way, your career and retirement follow a similar trajectory. You tirelessly climb the mountain (pay into a pension) while you are working, and […]