Guides

Everything you need to know about annuities when creating a retirement income

If you’re nearing retirement, how you access your pension is an important decision. One of your options may be to purchase an annuity to create a regular income. This useful guide explains what you need to know to assess if an annuity could be right for you.

Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

If you’re nearing retirement, how you access your pension is an important decision. One of your options may be to purchase an annuity to create a regular income. This useful guide explains what you need to know to assess if an annuity could be right for you.

10 magical life and money lessons you can learn from Disney

Disney is celebrating its 100th anniversary. It’s become one of the most recognisable brands in the world and boasts plenty of successes. You might be surprised by some of the valuable money lessons you could learn from the company and its films.

Intergenerational wealth planning: Your options when passing on wealth to the next generation

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones.

Download your copy of ‘Intergenerational wealth planning: Your options when passing on wealth to the next generation’ now to read more about creating a plan that suits your family.

10 really fab things the Beatles can teach you about successful financial planning

You’ve listened to their songs, but did you know the Beatles’ lyrics could teach you some essential financial lessons too? Download this excellent guide to learn more about the Fab Four’s lyrics and improve your finances.

Your guide to pension consolidation: The pros and cons you need to know

How many pensions do you have? Multiple pensions can make it difficult to manage your savings during your working life and when you retire. Download this valuable guide to discover the benefits of consolidating your pension, as well as when it may not be right for you.

The essential guide to ISAs

If you’re saving or investing, using an ISA could be tax-efficient and help you reach your goals. Download your copy of this insightful guide to find out how ISAs could help you get the most out of your money.

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. 

If you have any questions about the topics covered in the guide, please contact us. We can help you manage your savings and investments in a way that reflects your goals, including ISAs if they’re appropriate for you.

The parents’ guide to paying for university and student loans

If your child will be going to university this year or is planning to further their education in the future, you undoubtedly feel proud. However, you may also worry about what it means for your child financially.

As a parent, it is important to understand what expenses students face, how they will repay student loans in the future, and how you could offer support. This could put your mind at ease and mean you could take steps that will allow your child to focus on their studies.

Guide: Your complete guide to buy-to-let

Buy-to-let properties can provide an additional income stream and help you to support your goals. As a result, becoming a landlord is something you may have thought about.

If you’re thinking about investing in a property, there are some important things to consider first. This guide explains some of the essential things you need to know.

Your complete guide to financial protection

Financial protection is an important part of creating long-term security. Yet, it’s something that many people overlook.

Appropriate financial protection can provide you or your family with an income or lump sum when you need it most. It can create a valuable safety net and help ensure you’re still able to meet financial commitments if something unexpected happens.

5 important lessons that Napoleon can teach you about growing your wealth

When you’re looking for tips for growing your wealth, Napoleon isn’t the first person you might think of. Yet, his innovative and dynamic style of leadership can teach you many valuable lessons.

The history of investing and what you can learn from the past

Investing has been around for centuries and the basics haven’t changed as much as you might think. Technology has changed how we invest, but some of the investment lessons from the past are just as relevant today as they were in the 1600s.

Our latest guide looks at the foundations of modern investing, and what you can learn from the past.

Behavioural biases, and how they affect your financial decisions

Our latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural insights. The guide gives a fascinating overview of how our behavioural biases can affect the decisions we make. It could help you better understand your own decisions and what you can do to reduce your biases.