Resources for Financial Wellbeing
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Explore our news and insights on financial advice including IHTs, green investing, and more.
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.
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.
4 estate planning lessons you could learn from JRR Tolkien’s legacy
JRR Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning could also teach us some important lessons: discover more about four of these.
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.
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.
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.
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.
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.
Are you supporting a loved one? You might need a Lasting Power of Attorney to act
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney in place.
How the value of your estate affects a key Inheritance Tax allowance
As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.
Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable.
How to take a career break and keep your pension on track
If you’re planning to take a career break, being proactive and considering the potential long-term implications could help you keep your pension and long-term plans on track.
How to manage lifestyle inflation to keep your long-term goals on track
Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.
Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan. This handy guide could be useful if you want to retire sooner than originally planned.
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.
6 in 10 over-45s are underestimating the cost of care by thousands of pounds
A report suggests that 6 in 10 over-45s are underestimating the cost of a care home by thousands of pounds. Understanding the expected costs and creating a care plan could ease stress for you and your family should you need support in the future.
The power of pension tax relief and how it could boost your retirement income
Pension tax relief can significantly bolster your future retirement income. Here's why it's worth ensuring you've claimed all you're entitled to.
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.
3 insights from the FTSE 100’s performance that could help you curb impulsive decisions
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100. The index was up 21.5% over the year. Find out what investments lessons you could learn from the FTSE’s performance.
5 ways to emotionally recover from past financial mistakes
While mistakes can be frustrating, moving past them is important. Holding on to financial mistakes could mean you lose confidence in your ability to make decisions, so read five ways to emotionally recover.