Give your finances a spring clean

Is it time to tidy up your finances this spring?
With spring in the air and the 2021/22 financial year just a month old, there’s no better time to take stock of your financial arrangements and see how they’re working for you. Of course, you can check your direct debits or standing orders and cancel any you no longer use. You can switch energy providers or even share your Netflix account.

Leaving money to the wrong people

Guarding against accidental inheritance. Soaring house prices around the UK over the last 20 years mean it’s possible to leave a substantial windfall to the people or causes closest to our hearts.

Protection for you and your family

Most people dream of living a long life with their spouse or civil partner in a home they love, with secure finances and children and grandchildren nearby.

Wealth knowledge, November 2020

UK economic recovery slows to 2.1% in August. The UK’s economic recovery following sharp declines caused by the coronavirus lockdown continued to slow in August 2020, official figures show.

Options for funding long-term care

Building your savings for later life care. Paying for long-term care is not cheap, and the burden first falls on private individuals.
Ros Altman – the former pension’s minister – described the nation as “sleepwalking into a social care crisis”, and already the costs borne privately are staggering.