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As a think tank calls for a lifetime ISA cap, how much do you benefit from the savings incentive?

ISAs are a vital part of effective financial planning for many people. According to official statistics, around 12 million adults deposited money in an ISA during 2020/21. Around 66% of these accounts hold cash, while the rest are Stocks and Shares ISAs. In total, consumers added £72 billion to ISAs during the year. Under current

Estate planning: 3 different ways you can pass on wealth to your loved ones

A key part of your estate plan is setting out how you’d like to pass on assets to loved ones. There’s more than one option to consider, so read on to find out more. Your estate plan should consider how you’ll use your assets during your life and what you’d like to happen to them

The essential guide to ISAs

ISAs have been around for more than two decades, but they’ve changed significantly since they were first introduced. This guide can help you understand why using an ISA to save or invest could be a valuable part of your financial plan. Read the guide to find out: Why ISAs are a tax-efficient way to save

The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them. Allowances can help your money go further by reducing your tax liability. Reviewing your finances before the deadline could help you identify some allowances that could be right

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Guide: The pros and cons of investing in buy-to-let

Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved ones. Statistics published by the government (29 August 2025) confirm that there were around 2.86 million private landlords in the UK in 2023/24. Since then, the property landscape has changed,

5 fantastic reasons to make volunteering part of your retirement plan

You might have spent years working, saving, and investing to build the wealth you and your family need for a comfortable and enjoyable future. Of course, having your finances in order is crucial if you want to ensure you don’t run out of money in later life and can maintain your independence throughout retirement. However,

Why FOMO could be driving crypto investment decisions

Don’t invest unless you’re prepared to lose all your money. This is a high-risk investment. You could lose all your money and are unlikely to be protected if something goes wrong. Take two minutes to learn more. It can be easy to get swept up in what feels like excitement when you’re looking at crypto