Making generosity part of your legacy to benefit future generations
As Christmas approaches, we turn our attention to family, friends and thoughtful ways to show we care. Beyond festive celebrations, this season of generosity offers an opportunity to consider a gift that could make a lasting difference: securing your loved ones’ financial future.
Month: October 2026
Are your finances as secure as you think in your 50s?
With retirement on the horizon, preparing for the next stage of life is essential
Your 50s can be a defining decade for your finances. After years of working, saving and meeting family commitments, you may be approaching your peak earning years, with retirement becoming a more immediate consideration.
Your essential 2026/27 tax year checklist
Keep more of your wealth and work towards the goals that matter most
With the end of the 2026/27 tax year approaching, there is still time to make considered decisions that could benefit your finances now and in the years ahead. Whether you are saving for your first home, building a retirement fund, growing your investments or hoping to pass wealth on to your family, understanding the allowances and tax rules available to you can help you make better-informed choices.
One in three parents ‘too busy’ to plan for their future finances
Putting your children first shouldn’t mean putting your future last
Between school runs, work deadlines, household bills and family commitments, retirement planning can easily slip down the priority list. For many parents, supporting their children comes first, leaving little time or money for their long-term financial security.
2027 pension tax changes and your legacy
Protect the wealth you’ve built and help secure your loved ones’ financial future
After decades of saving for retirement, your pension can provide financial security, support your desired lifestyle and help you leave a legacy for loved ones. However, changes to Inheritance Tax (IHT) from 6 April 2027 could affect how unused pension savings are treated upon passing them on to beneficiaries.