While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out more about five key considerations. 1. Calculate if you’ll need to supplement your income While you might still earn a salary as you phase into retirement, if you’ve chosen to reduce your working hours
Read moreAfter months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key changes and what they mean for you. Last year, in her maiden Budget, the chancellor sought to balance the public finances with tax rises to cover a reported £22 billion black hole.
Read moreInvestment returns significantly affect what you can achieve in your long-term plans. Naturally, you want the highest possible returns, but research shows many investors have “unrealistic” expectations. According to a July 2025 article in Financial Planning Today, the average UK investor expects annual investment returns of 9.2%. With 91% of investors stating they have a
Read moreA June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing your will is something you haven’t tackled yet, it could mean your assets are distributed in a way that doesn’t align with your wishes. If you die without a
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