Fact Sheets

Millions of midlifers are propping up their families

Millions of midlifers are propping up their families

Impact on work, wealth and wellbeing putting further pressure on age groupThe financial decisions made by individuals as they reach retirement could have significant consequences on their finances and standards of living. Midlifers (people aged 40 to 60) are facing a...

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Building an investment portfolio

Building an investment portfolio

4 steps for future wealth creation in your mid-20s to mid-30sInvesting can be challenging for anyone, but for those in their mid-20s to mid-30s, it can be especially daunting to build a portfolio – especially while paying off student loans, credit card debt and...

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Retirement nest egg

Retirement nest egg

Nearly a half of over-50s regret not saving into their pension earlierThe days of working for a single employer for your entire career and retiring with a comfortable pension are largely gone. The responsibility for accumulating a retirement nest egg now rests with...

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How to cope with the rising cost of living

How to cope with the rising cost of living

Nine in ten adults make stark spending decisions as anxiety runs highThe pressure of spiralling living costs is a major concern among many UK households, with the vast majority looking to make significant lifestyle changes in response to price rises. According to new...

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Protecting family wealth

Protecting family wealth

What will your legacy look like?  Estate planning is about putting your affairs in order, to help make the lives of your loved ones easier. It can help to protect your estate for your beneficiaries and reduce the impact of Inheritance Tax (commonly called IHT for...

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Future wealth

Future wealth

The average British child is worth just under £5,000 by the time they reach schoolWhen we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your descendants might look to you for...

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Dealing with divorce

Dealing with divorce

Revolution in family law finally removes the need for blame as a basis for divorceNo one enters into marriage expecting it to end in divorce. However, for many couples, divorce is the sad reality. If you are facing divorce, it is important to know that you are not...

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More Britons insure their homes than their lives

More Britons insure their homes than their lives

Ensure your financial security for when you might need it mostThere are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they will be financially secure if something happens to...

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Passing on wealth to the next generation

Passing on wealth to the next generation

30 million parents want to leave wealth in their WillMillions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research[1]. Failing to plan could potentially lead...

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Tax in uncertain times

Tax in uncertain times

Key financial changes that have affected millions of people from AprilMost taxpayers started to see their tax bills increase from April 2022. As we move into the new 2022/23 tax year, now is the time to review your tax affairs to ensure that you have taken advantage...

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