An introduction to finances for women

Understanding and managing personal finances is a crucial step towards financial independence and long-term security. For women, taking control of their money isn’t just about budgeting, it’s about empowerment. A solid financial foundation provides greater freedom, security and the ability to navigate life’s uncertainties with confidence.
An Introduction to Tax Planning

While our taxes go towards providing the important services we all rely on, such as the NHS and schools, no one needs to end up paying more than their fair share. This guide takes a look at the current tax allowances and exemptions that we are entitled to and how to maximise their use in meeting our individual financial goals.
An introduction to end of tax year planning

As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you.
The retirement landscape – hybrid working changes the scene

Hybrid working and a phased approach to retirement can make transitions easier. Reducing work hours after 66 can help to boost your pension pot, while financial advice ensures your retirement plans remain on track for long-term security.
Gen Z – betting on an inheritance – time to stand on your own two feet?

Some Gen Z and Millennials expect to use inheritance to fund retirement, but this is risky. Making pension contributions early, combining your pots and making the most of tax relief can help prepare for a more reliable financial future.
Women lag behind with pension savings – time to make amends

Research shows women risk entering #retirement with less in their #pension than men. For every £1 saved by a man, a woman has just 42p.
The cost of home insurance

The price of home insurance varies depending on property type and size. Detached houses are typically more expensive, so are those with more bedrooms.
Autumn Budget 2025

The Chancellor’s Budget boosts fiscal headroom, maintains tax pledges and forecasts stronger growth with falling inflation
News in Review

This week’s News in Review sees global resilience as risks rise, UK growth slows, prices steady and energy bills climb.
Unspent pensions to be included in IHT from 2027

From April 2027, unspent pensions will fall within IHT, potentially raising bills and risking double taxation. Reviewing your arrangements now, from gifting and trusts to charitable giving, can help protect wealth and ensure assets pass smoothly to loved ones.