Insights & News

Helping Women close the Retirement Gap in 2025

As we reflect on International Women’s Day and its theme “Accelerate Action” it’s clear that progress towards gender equity must continue at full speed, and that includes financial security and retirement planning.

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3 minute read
Pensions subject to Inheritance Tax: could you be affected?

From 6th April 2027, pensions are set to be included in the valuation of your estate.

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2 minute read
Use it or Lose it: what to do before Tax Year End 2025

As Tax Year End approaches on 5 April 2025, now is the time to review your financial situation and take advantage of available allowances. Here are some points you may want to consider.

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1 minute read
The Financial Repair Shop

Just like the popular TV show The Repair Shop, where worn-out treasures are brought back to life, your financial plans may need some TLC. Let’s take a look at how this could work for you, with our own spin on the format: ‘The Financial Repair Shop’.

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2 minute read
Feeling Older? Look after your Health and Wealth

Recently, I’ve found I’m not able to do as much as I once did, and those aches and pains seem to linger a bit longer. In my mind, I feel about 25 years younger—or at least I think I do.

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2 minute read
Think Differently to Boost Your Savings

It's easy to be mistaken in thinking your retirement plans are out of reach. Find out how thinking differently about how to boost your savings from now could help you have the retirement you want.

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1 minute read
Going for Gold: Choosing a Financial Plan

Like the very best Olympic teams, the best financial planning firms combine years of experience, qualifications and performance outcomes, to benefit you.

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1 minute read
Football Goals, Financial Goals

The parallels between football goals and financial goals. At first glance, these may seem worlds apart, but a closer look reveals striking similarities.

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2 minute read
Do high earners need financial advice?

Even if you are earning what most would consider a “high salary”, you can still find yourself under financial pressure.

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1 minute read

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