Pensions can be a powerful way to pass wealth on to your family in a tax-efficient manner. Under current rules, … Continue reading Will IHT reform affect your pension?

A recent survey by Retirement Review found that only a small proportion of people in the UK “strongly trust” financial … Continue reading The confidence gap in pensions advice – and how we’re closing it

The Chancellor, Rachel Reeves, has announced major changes to mortgage lending rules as part of the Government’s wider reforms to … Continue reading Could you now afford a home thanks to new mortgage rules?

Debt is often viewed in a negative light, and for good reason. It can lead to stress, reduce savings and … Continue reading Is all debt bad debt? Using borrowing to build healthier finances

Retiring before you reach State Pension age (SPA) is possible, but it takes careful planning. The earlier you stop working, … Continue reading Looking to retire early? Here is what you need to consider

Artificial intelligence (AI) is becoming more common in the world of finance. From chatbots to investment tools, many services now … Continue reading The rise of AI – Why you should not trust a robot to invest your money