Keep up to date with the latest news...
You can refine your search to find exactly what you need.
Where there’s a Will there’s a Gen Zer 20% of 18-24-year-olds emerge as Will makers As many as a fifth (20%) of young Gen Z adults aged 18 to 24 say they have already made a Will. Getting their affairs in order at such an early age compares favourably relative to the UK adult population […]keep reading
Most millennials and Gen Z have two or more pension pots If you’ve worked multiple jobs over the years, you may have been auto-enrolled into a number of pension plans by past employers. You might also have a few pension plans that you opened yourself. Keeping track of all your plans’ policy numbers and knowing […]keep reading
Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust […]keep reading
Why now is the time to make sure you protect your wealth The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021. As higher inflation looks set to persist in 2022, finding ways to generate a return on […]keep reading
Homeowners release a record-breaking £4.4bn in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and secure their own finances by repaying debt or remortgaging existing borrowing, according to newly released data. If you’re a […]keep reading
Pension investments to harness a more sustainable planetkeep reading
Pandemic forces people to reassess their financeskeep reading
What will the government’s proposals mean for the social care system?keep reading