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

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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Retirement Planning John Parker Retirement Planning John Parker

What the budget means for pensions

It’s great news for individuals who want to save for their retirement.  There has been a limit to the amount of pension savings you can make and still keep the tax benefits.  This is called the Lifetime Allowance (LTA).  The chancellor has announced the LTA will be scrapped. There were rumours before the budget that the allowance would be raised, potentially to £1.8m but it was a surprise that they were completely scrapped.

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