Category: General Financial News

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Excited Children Arriving Home With Parents

Wealth – In the news

Research highlights key differences in wealth transfer preferences and family financial priorities between men and women  Top financial priorities for 2025 include enjoying life (34%),

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Senior man, insurance and contract with financial advisor and retirement plan to sign. Document, pension deal and business analyst with male person and paperwork in office for signature of will

Navigating uncertainty together 

Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key  Media headlines create noise, but financial plans should be tailored to personal

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Couple, insurance paperwork and budget planning with laptop, bills and finance with taxes and mortgage. Financial documents, payment and loan with policy, audit and review with asset management

Closing the investing gap

13 million UK adults are sitting on £430bn in cash, potentially missing out on higher long-term investment returns  Many savers find investing too complex—74% need

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Money – In the news

Child Trust Funds still unclaimed  Some 728,000 people who have recently turned 18 have not claimed their Child Trust Fund, figures1 show, with the total

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Your pension and IHT

Your pension and IHT

By Q3, the government is expected to provide implementation guidance on how pensions and death benefits will be treated  Any changes are likely to have

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