Skip to main content

Guide: Revealed: The value of financial planning

Author

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?

Author

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?

Author

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 […]

Q1 2025 global market update

Author

16 April 2025 If you follow the financial news, you may already be aware that the first quarter of 2025 was a mixed bag for the stock market and world economy. Below is a table demonstrating the performance of six key world indices in Q1 2025 and in the previous year. Source: JP Morgan As […]