5 tips for managing your personal tax as a business owner
Running a successful business can be incredibly rewarding, but ensuring your hard-earned profits translate into personal wealth can be challenging. Indeed, this exercise requires careful, ongoing planning, and some entrepreneurs spend so much time managing their firm’s operational cash flow that they overlook their personal tax position. This could leave money on the table and […]
Investment market update: September 2026
In September 2026, markets experienced some volatility due to conflict in the Middle East and the impact it had on energy prices. Discover other factors that may have affected the performance of your portfolio. Markets got off to a weak start on 1 September. A global government bond sell-off, caused by concerns about inflation and […]
5 frightful tax mistakes you should be mindful of this Halloween
Halloween: the season of ghouls, goblins, and gremlins; warlocks, witches, and wizards. Children everywhere are preparing to dress up in their most frightening finery and fill their pumpkin-shaped buckets with sweets and chocolates. While you may have outgrown Halloween treats, that doesn’t mean you’re safe from tricks, particularly when it comes to your personal finances. […]
How to balance your goals when you’re flexibly accessing your pension
Flexible pension withdrawals have reached record levels since Pension Freedoms were introduced in 2015. While total control over your retirement fund can be liberating, it places the onus on you to ensure you’re managing your finances responsibly. UK retirees rely heavily on flexible access to their pensions, and the data supports this. According to figures […]
Why financial freedom matters for enjoying retirement on your terms
Becoming financially free as you enter retirement could make a huge difference to this chapter of your life. Financial freedom doesn’t necessarily mean becoming wealthy. Instead, it’s about having enough to live the life you want on your terms, without having to worry about money. As retirement represents a chance to reassess what’s important to […]
The hidden emotional challenges of gifting assets during your lifetime
Passing assets to your loved ones during your lifetime could have many benefits. Yet, that doesn’t mean it’s simple, and you might experience emotional challenges even if you’re sure it’s the right thing to do in your circumstances. According to an FTAdviser article (29 July 2026), 7 in 10 people believe financial support should be […]