Why making a will matters
Making a will might not be at the front of your mind. Nevertheless, if making sure your finances are properly managed, then ensuring you have one in…
Government to accelerate State Pension age uplift – could you be affected?
The Government is looking to bring forward the date at which the State Pension age increases, according to a report from Money Week. Under current…
Four new year’s resolutions that every adviser should consider
This article first appeared in Professional Adviser. Help is here to get your business off to a flying start in 2023. January might be coming to an…
Get your finances in shape before the end of the tax year 2022/23
A new year has dawned, and there are just a matter of weeks left before the end of the tax year. As usual, that means you need to familiarise…
Bank account switching bonuses are on the rise again – is it worth it?
Bank account switching is back on the cards if you’re looking to earn some easy extra cash. But is it worth it? The number of switching offers –…
Inheritance tax at record-breaking levels
The Government earned £4.8 billion in inheritance tax (IHT) receipts between April and November 2022, according to the most recent figures. This…
Top tips for saving money on holidays in 2023
For many a holiday might seem like something of an expensive luxury at the moment. But there are still ways to save on holidays in 2023. A falling…
Four issues facing advisers in 2023
The past year has been testing for those looking to build wealth. Soaring inflation and interest rate hikes have dominated a significant proportion…
Car finance rates rising: what’s the best way to pay for your next car?
Prospective car owners are finding that buying their next vehicle isn’t as straightforward as it once was, thanks to rising interest rates. The…
Autumn Statement 2022: everything you need to know for your money
After a controversial mini budget in September, new Chancellor Jeremy Hunt announced a series of measures in his Autumn Statement on 17 November. The…
Year ahead for personal finance: what will happen to your wealth in 2023?
The past 12 months have been a particularly turbulent time for our finances. Soaring inflation and consequent rising interest rates have been the…
Christmas budgeting: 12 tips to save money during the holidays
Christmas is just days away, but there are still ways to save ahead of the holidays. It’s also a great time to think about next year too. There’s no…