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Extending the scope of the trust register

Deadline for non-taxable trust registrations announced

Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.

Smart money habits

Best practice, smart money habits

Does the idea of looking at your bank account cause a sense of dread? Does the ping of your banking app make you question every single one of your spending choices?

Advice for the “unretired”

Will I be able to retire when I want to?

The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With more people living longer, expectations of retirement are being reshaped and there is no longer a one-size-fits-all approach to retirement planning.

Smoothing market volatility

How to avoid trying to second-guess market movements

Fear and worry is understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop in the FTSE 100 since the financial crisis. Trying to second-guess the impact of events such as the coronavirus or the recent global stock market volatility – or even attempting to make a bet on them – rarely pays off and understandably can deter some people from investing.

Retirement matters

How to boost your pension savings and help achieve your retirement goals sooner

Are you ‘mid or late career’ or planning to retire within ten years? If the answer’s ‘yes’, then you probably want to know the answers to these questions: Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of retirement I want?

The power of a plan

How to create a personal financial plan in 8 steps

When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making important decisions.

Pensions and retirement still remain a taboo

When it comes to marriage and money, it’s good to talk

Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More than three-quarters (78%) of non-retired married[2] people do not know what their spouse’s pensions are worth.

How can I protect my money from inflation?

Five questions to ask before inflation really takes off

‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right now. In the current economic climate, rising inflation is becoming a concern for people with savings and investments. 

Get ready to beat the ISA deadline

Time to give your financial future a boost?

Savers and investors have less than three months to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on 5 April. The current tax year started on 6 April 2021 and ends on 5 April 2022.

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