5 challenges a financial midlife MOT could help you overcome
Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might also present some new challenges. Arranging a financial midlife MOT could help you overcome obstacles and feel confident as you prepare for the next chapter.
Planning for care: How to set out your wishes
Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to set out what your wishes would be. Over the last few months, you’ve read about why preparing a care plan is important and the potential costs of funding care later in
Your future self is a stranger, and it could affect your financial decisions
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. There is a dilemma at the heart of financial planning that explains
How pension and Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has the potential to significantly affect your estate plan, so thinking about it now could be useful. While the policy change is still in the initial
What could a Labour wealth tax look like?
Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is the introduction of a wealth tax. In August 2025, the BBC reported that the Labour government must increase taxes if it is to plug a £41.2 billion black hole in its budget. There’s a
