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5 unique finance tips from nostalgic Roald Dahl stories

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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 […]

Only 2% of estates use this Inheritance Tax loophole

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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 […]

Guide: Revealed: The value of financial planning

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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?

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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 […]

Should you take your pension at 55?

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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 […]