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: July 2026

Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026.

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How to rethink ageing and build a positive mindset

Later life is often seen as a time of slowing down and losing purpose, but this view can be limiting and unhelpful. Find out how to rethink ageing and build a more positive mindset so that you can enjoy every moment of life.

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Ben Parker Ben Parker

Explained: When Inheritance Tax could apply to gifts

Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know.

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2 upcoming ISA changes you should be aware of

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of.

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The psychology behind investment mistakes

Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that might prevent you from repeating the error.

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Guide: How to plan for a 100-year life

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.

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Ben Parker Ben Parker

Investment market update: April 2026

During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out what external factors may have affected the performance of your investments.

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Ben Parker Ben Parker

Investment market update: January 2026

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Find out what factors may have affected your investments at the start of 2026.

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Ben Parker Ben Parker

What you can learn from Michael Sheen about spending with purpose

Spending money with purpose can improve your wellbeing. With International Day of Happiness taking place on 20 March 2026, now is the perfect time to think about how you want to use your wealth in a meaningful way, taking inspiration from renowned actor Michael Sheen.

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