The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.

Supporting a good cause could increase your wellbeing and, in some cases, it could make sense from a tax perspective too. So, if you want to donate to charitable causes, find out some of the ways you could do so efficiently.

There’s a certain comfort in holding cash savings. However, looking at a wider range of options and investments could help you see higher returns. Find out why.

High earners striving to build wealth, dubbed “Henrys”, may find their tax position changes drastically as their income grows. Find out more about four key tax considerations that could be important for your long-term finances.

Retirement is an exciting milestone but decumulation could present some challenges, such as changing your mindset and ensuring you don’t run out of money during your lifetime. Find out more about decumulation dilemmas and how a financial plan could help you manage them.

The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news. While it can feel tempting to respond to attention-grabbing headlines, it might lead to decisions that aren’t right for you or don’t align with your long-term financial plan.

Did you know the interest your savings earn could be taxed? As tax thresholds are frozen and interest rates are rising, more savers are set to be hit by an unexpected tax bill. Find out when your savings could be taxed and how you might reduce your liability.

Many people consider what they’ll leave behind for loved ones and how it could help them be more financially secure. While passing on assets provides a welcome helping hand, sharing your financial wisdom and encouraging your loved ones to think about the future could be just as important.

A decade ago, retirees were given more ways to access their savings thanks to the introduction of Pension Freedoms. While many people welcomed the greater flexibility, data suggests it’s come with challenges too. Discover some insights that may help you make informed pension decisions.

When you’re creating a financial plan as a couple, you might encounter some challenges, such as difficulty talking about money or conflicting goals. Working with a financial planner could help you navigate these obstacles to get the most out of your joint assets.

At first glance, The Great Gatsby might appear to hold money lessons about how to accumulate wealth. However, as the story progresses, you discover that despite his incredible lifestyle, Jay Gatsby isn’t happy – a powerful reminder that accumulating wealth alone doesn’t bring you happiness; how you use it is essential.

While market volatility might seem like something that happens to investors, their emotions may play a role in short-term market movements. Find out how fear and anxiety could lead to investment values falling.

Aligning your business processes and workplace pension scheme with your company values on ESG and sustainability has some surprising benefits. Here are three of them.

Adopting a salary exchange scheme could have benefits for your business and your employees so don’t let these four common myths discourage or dissuade you.

The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25. 

The State Pension is often an important part of retirement plans as it provides a reliable income. Discover how you can ensure you’ll receive the full new State Pension, whether you’re retiring this year or the milestone is still years away.

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive news for investors too. Find out what factors may have affected the performance of your investments.

Getting older unfortunately might mean getting used to new limitations. However, there are still ways you can improve your quality of life as you age. Read on to discover five practical tips for staying healthy in your 50s and beyond.