Category: News

Investment market update: February 2026

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read on to discover some of the factors that may have affected your investment portfolio. Please note: The value of investments and any income from them can fall as well as rise and

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3 practical tips for looking after your joint health

People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, there’s one area that you might have overlooked – joint health. Your joints play a crucial role in everyday mobility, comfort, and independence. Poor joint health can limit your lifestyle as you age, yet

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Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate could be affected and how you might mitigate a potential bill. Currently, pensions are usually outside your estate for IHT

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Turning wealth into happiness: Why a plan makes a difference

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result. How you use money is just as important as having it when assessing whether it would improve your happiness.

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How cashflow modelling can act as an early warning system for financial shocks

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life, it is possible to be prepared, and a cashflow model could help you identify how. Please note: The Financial Conduct Authority does not regulate cashflow modelling. A cashflow model could help you visualise

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