Why keeping clam and staying invested can pay off in the long term

Markets may rise and fall, but long-term investors are usually rewarded. Learn why staying invested beats trying to time the market — especially in volatile times.

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How much do you really know about your pension?

Many UK adults overestimate their pension knowledge. Find out what you need to know about your scheme, your State Pension and how to take control.

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End of tax year planning: Key allowances and limits for the 2025/26 tax year

As the 2025/26 tax year ends, review ISAs, pensions and gifting allowances to make sure you are on top of your tax numbers before April.

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Future ready: tune into Budget changes now

The latest Budget signals longer-term tax changes. Learn what to tune into now, from dividend tax and ISAs to pensions, property and IHT.

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Is ‘financial independence’ better than retirement?

Is financial independence the new retirement? Learn how to build flexible income, define your own timeline and plan for a life where work is optional.

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Balancing family needs and your own financial freedom

Are you helping both children and parents financially? Discover how to support your family without compromising your own long-term financial freedom.

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WHO INHERITS YOUR PENSION? AVOIDING COSTLY OVERSIGHTS

Many people don’t know who will inherit their pension. Find out why reviewing your beneficiary nominations is essential to protect your legacy.

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Your guide to ISAs

Individual Savings Accounts (ISAs) are a flexible and tax-efficient way to save and invest. Whether you’re saving for short-term goals, investing for the long term, or planning for your children’s future, there’s an ISA to suit your needs. In this guide, we’ll break down the different types of ISAs, dispel common myths, and help you decide which option might work best for you.

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Peace of mind, perspective, and a plan: The value of advice

A growing number of people are recognising the benefits of working with a financial adviser - especially when markets are unpredictable and headlines can be overwhelming. A recent Investor Confidence Barometer* found that four in five people (82%) say they get value for money from their adviser. That’s a 10% increase on the previous year - and a sign that the role of advice is more relevant than ever.

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Avoiding the unretirement tax trap

The trend of “unretirement”—people returning to work after initially retiring—is becoming increasingly common. However, many of those who choose to unretire are unaware of the potential tax implications. Without careful planning, unretirement can lead to unexpected tax liabilities, creating what is often referred to as the "unretirement tax trap."

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