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Explained: What the “mansion tax” means for homeowners
After much speculation that the chancellor would announce an additional property tax, the new “mansion tax” was unveiled during the November 2025 Budget. Read on to find out whether it’ll affect you, and how the [...]
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT [...]
How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a MoneyAge article (11 November 2025). Striking the right balance with [...]
7 ways financial planning could help you set realistic goals
As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A tailored financial plan can help you set realistic goals. Creating goals on your own can [...]
How to be a successful investor: Defining what “success” means
Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success against the performance of others can encourage a short-term mindset What “success” [...]
The importance of value and wellbeing when making financial decisions
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more [...]