Expats

Retirement on your terms is likely to be one of the key elements of your financial plan. So, as you approach or reach retirement, now is the time for you to start thinking about enjoying a comfortable life...

To celebrate five decades of fantastic Swedish pop, this guide looks at what you can learn about managing your money from 10 iconic ABBA songs...

When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income...

Your home may be one of the largest assets you have. With property wealth often inaccessible, you may be considering using equity release to unlock some of the money tied up in your home...

On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. To mark 100 years of Disney, this guide lists 10 life and money lessons you can learn...

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...

The guide explains why needing to spend more to maintain your lifestyle could affect your long-term plans and how inflation could reduce the value of your assets in real terms.

From a young man thinking about and planning his later years in ‘When I’m Sixty-Four’ to ‘Taxman’, there are essential money lessons hidden in the Beatles’ albums. 

This guide offers practical steps that could help you improve your relationship with money by understanding how it’s related to happiness. It covers four essential steps to creating a financial wellbeing plan that’s tailored to you...

Do you have multiple pensions? It could make it difficult to manage your pension savings during your working life and when you retire. In some cases, consolidating them could be beneficial...

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.

Reviewing your finances before the deadline could help you identify some allowances that could be right for you. This guide explains how seven useful allowances work...

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...

You may worry about understanding the regulations and tax requirements if you become a landlord. This guide explains some of the essential things you need to know...

If you want to tackle some projects in your home, this guide covers 10 common DIY tasks that you should be able to manage around the house, including...

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...

Getting the most out of retirement and reaching your goals requires planning. This guide can help you start to think about the retirement you want and the steps you need to take to secure it...

Spring is often associated with giving your home a big clean, getting rid of the old, and starting afresh. Now could be the perfect time to declutter your life to help you build the lifestyle you want...

Keeping track of how you’ve used your allowances can reduce your tax liability and boost your wealth. Reviewing your finances ahead of the tax year end could reduce the amount of tax you pay...

Sustainability has become a key topic for governments, businesses and communities around the world. Our latest guide looks at 10 changes you can make to your life... 

If you’re perplexed by the jargon or aren’t sure where to start, this guide will take you through the process and offer tips to help you become a homeowner...

Have you thought about how you’ll pass wealth on to those who are important to you? Traditionally, this has been done through inheritance, but it’s becoming more common to gift during your lifetime...

When you think about your future, how far ahead do you plan? Perhaps you’ve thought about what your life will look like in 10 years, but have you considered your later years?

Whatever the reason for arriving in the UK, there’s a strong chance you might want to buy a property here. However, one of the challenges you may face is getting a mortgage...

Our latest guide explores some practical steps you can take to improve your overall wellbeing now and in the future.

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...

Talking about homes and property values is something of a pastime in the UK. Property is probably among one of the largest assets we own, so it’s not surprising that we want the value to go up...