News & guides

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Monthly economic commentary: August 2019

With yields on government bonds falling sharply in recent weeks and the global stock of debt with negative yields rising above $16 trillion, our chief economist answers some FAQs about the growing phenomenon of negative bond yields.

Estate planning for blended families - 3 things to think about

A blended family coming together can be an equally positive yet confusing experience for many. New living arrangements call for a proper review of your financial situation.

Residence nil-rate band - will it benefit you?

This additional threshold could relieve the burden of inheritance tax for many families, but it's subject to a number of rules. Do you know whether the residence nil-rate band applies to you?

If I need long-term care, how will I fund it?

Previously, we talked about what long-term care is and how you can start planning for it. Now, we look at the funding options available for you to consider when it comes to long-term care planning.

Thinking about long-term care planning

As you approach retirement, thinking about your long-term care needs is important. Planning now and thinking ahead could save you from worrying later.

Caring for elderly parents? Here's what you need to know

Taking care of elderly parents can be extremely rewarding, and it’s important you know what to do when you get there. Setting up a power of attorney could be an important starting point.

Monthly economic commentary: July 2019

Our chief economist discusses how slowing growth and below-target inflation could lead to central banks loosening monetary policy in the coming weeks - albeit, the UK interest rate outlook remains dependent on Brexit.

Investment & advice fees – do you know what you’re paying for?

With a greater focus on tackling fee transparency as a priority, we carried out research on the fees landscape and the future of the advice market. Read our report here.

School fee planning - what do I need to know?

Funding your child or grandchild’s education may seem expensive at first, but with the right planning, it can be done. We look at the options you could consider.

Is buying your child a student home the right decision?

Amongst student living costs, accommodation tends to be the biggest one. Some parents help out by buying a house for their child, but is this the right thing to do?

Is downsizing your home at retirement the right move?

Alongside interesting travel plans and the luxury of time to spend with loved ones when you retire, thinking about where you want to live is important. We take a look at what you'll need to consider if you're thinking about downsizing your home.

To move or improve?

Moving house is an exciting prospect, but often the costs involved can stack up fast. Before you decide to move, could a refurbishment suffice instead?

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