Resources for Financial Wellbeing

 
 
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Explore our news and insights on financial advice including IHTs, green investing, and more.

Ben Parker Ben Parker

Investment market update: April 2024

While inflation continued to fall in many countries, central banks in advanced economies opted to hold interest rates despite expectations they’d be cut. Find out what else may have affected your investments in April 2024.

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Ben Parker Ben Parker

The essentials you need to know about critical illness cover

Critical illness cover could provide an essential safety net if you’re diagnosed with a serious condition. However, a survey suggests many people don’t understand how it works and why it could be valuable. If you want to improve your financial resilience, read about why critical illness cover might play a role.

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Ben Parker Ben Parker

3 practical reasons to check your State Pension forecast before you retire

A third of people don’t check their State Pension forecast before they retire. It could mean they’re missing crucial information when creating a retirement plan, including when they’ll be able to claim the State Pension and how much they’ll receive. Find out why you might want to check your State Pension forecast now.

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Ben Parker Ben Parker

Investment market update: January 2024

Persistently high inflation continues to affect economies and financial markets, as do fears that some countries will fall into a recession in 2024. Discover some of the events that may have affected your investment portfolio in January 2024.

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Ben Parker Ben Parker

4 excellent reasons you may want to boost your ISA now

With the end of the tax year approaching, now could be the perfect time to boost your ISA if you haven’t already used your £20,000 annual allowance. It’s a step that could reduce your tax liability, whether you want to save or invest.

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Ben Parker Ben Parker

How to help your family manage your affairs when you pass away

Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones.

Research suggests administering an estate after a loved one has passed away can affect mental health and finances. Read on to learn more about some of the steps you could take to help your family manage your affairs.

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Ben Parker Ben Parker

Investment market update: July 2023

While inflation is easing in many countries, data still suggests households and businesses are facing challenges. For investors, it could mean portfolios experience volatility over the coming months. Read some of the factors that affected the markets in July 2023 here.

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