Planning ahead

The future is uncertain. Get help and guidance on planning for your health & care, providing for your family, marriage and divorce, wills, death & probate.

Article

Six ways to organise your summer finances

Stretch your money further with a quick review of your finances.

Bereavement

Dealing with investments in the event of a death

How to organise investments when a family member or loved one dies.

Travel

How to plan ahead for a happy holiday

Tips for holidaymakers facing a potential summer of travel chaos.

Work

Make the most of salary sacrifice schemes

Salary sacrifice rules are changing which could limit the tax benefits scheme members have enjoyed up till now. 

Investing

Should you invest in stocks and shares?

Why a nationwide push wants people to start investing.

Will

Must-read guide to writing a dispute-proof will

In the event of someone’s death, the last thing loved ones need is a row over the will. Here’s how to avoid a distressing situation.

IHT

Inheritance tax on pensions: should you buy an annuity?

New research highlights long‑term financial strain among some pensioners – and why it’s worth checking what help you could be entitled to.

IHT

Why HMRC is challenging more property values on IHT returns

 HMRC is questioning more property valuations on IHT returns. Find out how to avoid an investigation.