Insights

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t have the time or you simply plan to use your business to support long-term goals. Yet being proactive and working with a financial planner could be beneficial.

A survey has identified an “ambition gap” in the UK, with millions of adults admitting they have no financial aspirations for the coming year. Not only can a clear goal mean you’re more likely to achieve your aspirations, they can also have a positive effect on your wellbeing.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.

As a non-traditional asset, you might overlook paying tax associated with crypto activities. Doing so could leave you with an unexpected bill and a potential HMRC fine, so it’s important to be aware of what tax you might be liable for.

The amount of Capital Gains Tax investors collectively pay is set to soar over the next six years. Find out how the tax works and what steps you might take to reduce a potential tax bill.

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected markets. Read about some of the factors that may have affected your investment portfolio.

Going through a divorce is difficult, and it’s normal to experience a sense of loss of control. It can be tempting to turn away from difficult topics, such as those around your finances. However, tackling them head-on could help you regain your confidence and offer clarity about your future.

A report suggests that 6 in 10 over-45s are underestimating the cost of a care home by thousands of pounds. Understanding the expected costs and creating a care plan could ease stress for you and your family should you need support in the future.

Compared to other countries in Europe and the US, Brits are among the least likely to take out life insurance. Discover six myths that might have put you off taking out insurance, and why you might want to reconsider.

On 5 April 2026, the current tax year will end, and the new one will start the following day. Making a note of the deadline in your calendar could help you make the most of tax breaks as part of your financial plan.

There’s more to being a successful investor than following the latest market trends and tips. Setting out a strategy that’s right for you could allow you to balance risk and goals.

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Find out what factors may have affected your investments at the start of 2026.