


Will paying for long-term care affect my inheritance planning?
Many more of us people are living to 100, and we may need social care for years – making a big dent in our savings and the inheritance we may leave. With careful forward planning, you can mitigate the impact that care fees can have on your inheritance. Financial...
The rise of the multi-retiree family and what it means for your finances
By 2034, more than one million families will include at least two retired generations – an increase of nearly one third (32%) on today.1 Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both...
What’s changing and what’s not – your new tax year checklist
In a welcome move in his Spring budget, Chancellor Jeremy Hunt cut employee National Insurance Contributions for the second time this year. But with tax thresholds frozen, many people find themselves slipping into a higher tax band – and paying more tax. Added to...
Keep it in the family with tax-smart estate planning
There comes a point in life when we start to think about what will happen after we’re gone. We all want to do the right thing for our families and loved ones, both now and when we’re no longer around. How can we leave our family, especially our children, better off...