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Insights
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Stay informed with our regular, easy-to-digest blogs that cover market trends, financial planning topics, and insights designed to build your financial understanding.


5 brilliant business lessons you could learn from George Cadbury
George Cadbury took a struggling family business and turned it into one of the world’s most recognisable brands. Here are five timeless business lessons you can learn from his lasting legacy.
Oct 164 min read


5 tips for managing your personal tax as a business owner
Discover five practical tax planning strategies you can use as a UK business owner to help you withdraw profit efficiently, manage your tax thresholds, and protect your wealth.
Oct 165 min read


3 practical reasons you might review your mortgage term
You don’t have to stick to the initial mortgage term you choose. In fact, there are several reasons why you might shorten or lengthen it.
Oct 163 min read


Explained: How the new First-Time Buyer ISA is expected to work
A new First-Time Buyer ISA could be on the way. Read to discover how it could work and what the changes may mean for existing Lifetime ISA holders.
Oct 164 min read


Why interest rates could rise over the next 12 months
Persistent high inflation means further interest rate rises in the next year are likely. While this could be good news for savers, it may place pressure on borrowers, including those with a mortgage.
Oct 163 min read


Investment market update: September 2026
In September 2026, markets experienced some volatility due to conflict in the Middle East and the impact it had on energy prices. Discover other factors that may have affected the performance of your portfolio.
Oct 164 min read


What to consider before making crypto part of your financial plan
Crypto is slowly becoming more mainstream, but it remains a high-risk investment. Read on to discover the risks you should consider before investing in cryptocurrency.
Sep 153 min read


How to approach retirement conversations with your partner
If you're approaching retirement but you haven't talked to your partner about this next stage of life, discover practical tips for starting this crucial conversation.
Sep 94 min read


3 ways business owners could plan for the unexpected
It can be easy to overlook your own financial security if you’re focused on your business. However, if you’re relying on your business to deliver an income, it’s important to take steps that could improve your financial security.
Sep 93 min read


Explained: Capital Gains Tax and how you could reduce your liability
The amount HMRC is forecast to collect through Capital Gains Tax is set to more than double between 2024/25 and 2030/31. Find out what’s driving the growth and how you might mitigate a potential tax bill.
Sep 94 min read


5 factors to consider alongside interest rates when comparing mortgage deals
What’s the first thing you look at when comparing mortgage deals? The interest rate you’re being offered is likely to be among the most important factors. Yet, it’s not the only part of an offer you should consider.
Sep 93 min read


Investment market update: August 2026
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your investment portfolio throughout August 2026.
Sep 94 min read
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