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  • With-profits funds

    Fewer ups and downs than investing directly in shares If you save regularly or invest a lump sum using a […]

  • Investment trusts

    Making money by investing in other companies An investment trust is a public company that raises money by selling shares […]

  • Stocks & Shares ISAs

    Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used to hold stocks and […]

  • Inheritance Tax

    No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very […]

  • Why do you want to invest?

    Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting […]

  • State pension

    Half a million workers past pension age could be paying unnecessary tax A significant number of people working past the […]

  • Making plans for your retirement

    Tailored to match your particular needs and aspirations One of the most important stages in life which everybody has to […]

  • Income protection insurance

    Cover for you and your family finances It’s important to be able to keep your finances healthy as you recover […]

  • Whole-of-life insurance

    Guaranteed tax-free payment whenever you die Whole-of-life policies tend to offer the policyholder lifelong protection and are designed to give […]

  • Bank of Mum and Dad

    Innovative products to be created for would-be home owners The Building Societies Association (BSA) have recently published a raft of […]

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