Guides
Whether you're a first-time buyer or looking to remortgage, our guides provide valuable insights and practical tips to help you make informed decisions.
Guide: 10 of the world’s best destinations to travel to during winter in the UK
While some people might enjoy spending this time at home relaxing and preparing for Christmas, others dream of visiting exciting new areas of the world…
Guide: The surprising benefits of choosing a “living legacy” for your loved ones
Leaving wealth behind for your loved ones may be a priority when developing your financial plan. After all, you’ll likely want to see your family thrive and an inheritance could help them achieve important goals in life…
Guide: Your retirement choices: How to generate an income in later life
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...
Guide: 10 things you can learn about your financial plan from these ABBA hits
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...
Guide: Everything you need to know about annuities when creating a retirement incom
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...
Guide: Using equity release to unlock property wealth later in life
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...
Guide: 10 magical life and money lessons you can learn from Disney
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...
Guide: 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...
Guide: How to manage the harmful effects of inflation on your wealth
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.
Guide: 10 really fab things the Beatles can teach you about successful financial planning
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.
Guide: Financial wellbeing: 4 steps to creating a financial wellbeing plan
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...
Guide: Pension consolidation: The pros and cons you need to know
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...
Guide: 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.
Guide: 7 allowances to make use of before 5 April 2023
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...
Guide: 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...
Guide: Your complete guide to *buy-to-let
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...
Guide: 10 straightforward DIY jobs around the house
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...
Guide: Your complete guide to financial protection
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...
Guide: The useful guide to reaching your retirement goals
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...
Guide: The useful guide to decluttering your home and life
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...