Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks, according to Cover Magazine (4 March 2026). This means families could be more vulnerable to shocks and face the consequences of being unable to meet financial commitments. A financial or health shock could have long-term implications for your finances. For...Read More

Inheritance Tax (IHT) is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability. Each year, the amount of IHT paid to HMRC is increasing. By 2030/31, the Office for Budget Responsibility (February 2026) forecasts that IHT receipts will reach £14.5 billion, up from £8.3 billion...Read More

Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear plan could be essential for helping you reach your goals. If you’re simply accumulating wealth, your assets don’t have a...Read More

It can be easy to overlook medium-term goals when reviewing your long-term plans. Yet, they’re often important for your wellbeing. Find out how you might manage your medium-term goals. Last month, you read about how you might manage your wealth when working towards short-term goals. Now, read on to discover some options you might want...Read More

National Walking Week is held in May, an annual event designed to get the nation on their feet. It’s designed to encourage people of all ages to enjoy some of the many health benefits of walking, including: Improving your mood Helping you sleep better Boosting your immune system Easing muscle pain and stiffness Helping with...Read More

When you have big goals, it’s easy to get overwhelmed. Whether you want to make changes to your lifestyle or achieve a lifelong dream, the thought of how far you have left to go can put you off even trying. Rather than focusing on the long road ahead, it can help to take your journey...Read More