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Impact investing: How does it differ from traditional investment strategies?
Investing is about making good returns. Impact investing is about doing good, as well as boosting your wealth. Discover the pros and cons of including impact investing in your portfolio.
The £12.3 billion cost of delaying estate planning
Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.
4 practical reasons to regularly contribute to your child’s pension
In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for their children. Whether your child is still in nursery or already working their way up the career ladder, there could be benefits to making pension contributions on their behalf.
How a cashflow model could provide clarity about your retirement income
Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.
Investing is a skill: How to build confidence and positive habits
How do you become a better investor? It’s a skill, and like any other skill, it can be improved by forming positive habits and expanding your knowledge.
ESG investment market is forecast to grow 17.3% a year to 2035
The amount of money invested with ESG factors in mind is set to soar. For ESG investors, this could mean there are more options and information to draw on when you’re making decisions.
4 ways you could choose to pass on assets to loved ones
Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, including these four practical options.
5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
With most unused pensions set to be liable for Inheritance Tax from 2027, more people are taking their tax-free lump sum early. Here are five questions to answer before deciding whether this is a suitable strategy for you.
Revealed: The hidden benefits of long-term financial planning
When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part of some financial plans, the hidden benefits may be even more valuable to you.
Why you could benefit from reviewing your financial habits as you transition into retirement
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Find out why.
The factors that influence your investment style and how to take control
Your investment style will shape how you choose your investments and manage them over the long term. The good news is that your style isn’t set in stone, and you can make positive changes so your approach to investing aligns with your strategy.
Why improving your sleep could boost your wellbeing
When people talk about improving their health and wellbeing, they often focus on fitness or eating a more balanced diet. Yet, sleep is often overlooked and could provide benefits that support your physical and mental health.
Only 19% of adults are prepared for health and financial shocks
Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks. This means families could be more vulnerable to shocks and face the consequences of being unable to meet financial commitments, such as losing their homes.
How the value of your estate affects a key Inheritance Tax allowance
As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.
4 ways women could boost their confidence and close the pension gap
Research shows that, on average, women have less saved for retirement than men. Learn how building their financial confidence could help women close the gender pension gap.
Wealth v strategy: Why a financial plan is essential
Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear plan could be essential for helping you reach your goals.
Why doing nothing might be the hardest investment strategy to follow
Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect due to biases.