The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25. 

The State Pension is often an important part of retirement plans as it provides a reliable income. Discover how you can ensure you’ll receive the full new State Pension, whether you’re retiring this year or the milestone is still years away.

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive news for investors too. Find out what factors may have affected the performance of your investments.

Getting older unfortunately might mean getting used to new limitations. However, there are still ways you can improve your quality of life as you age. Read on to discover five practical tips for staying healthy in your 50s and beyond.

While financial challenges often come up when talking to people nearing retirement, the emotional obstacles could be just as important. Fortunately, a tailored financial plan could help you feel confident and excited for the next chapter of your life.

When reviewing a cashflow model, it can seem like there are a lot of numbers. Looking beyond the figures to incorporate your lifestyle goals could help you get more out of it and build an effective financial plan.

Being part of a crowd can be comforting. However, following trends when you’re investing could lead to decisions that aren’t right for your goals and circumstances. Find out why standing out could be a good thing.

Offering financial advice as an employee benefit could prove hugely valuable to your staff and to the business, freeing up key staff to focus on what matters.

The new tax year is set to bring a rise in employer National Insurance rates, which could make adopting a salary exchange scheme more appealing than ever. Here’s why.

Having a superb benefits package can help you attract and retain great staff – but only if they know about it! Here’s why communication is key when it comes to your perks.

Sustainable investment can help you generate growth while also doing good in the world. Here are five common myths about this approach and why they are wrong.

General election results in the UK and France, as well as the ongoing presidential campaign in the US, caused volatility in investment markets around the world in July 2024. Find out what other factors may have impacted your portfolio.

The interest rate on your mortgage could affect both your short- and long-term finances. Find out how and some steps you could take to potentially secure a lower interest rate.

If you want your investments to have a positive effect on society, you might have come across the terms “ESG investing” and “impact investing”. While they’re sometimes used interchangeably and share similarities, there are differences. Find out more about these approaches.