INTRODUCING THE PENSION HUB I Everything about pensions, retirement, and more.

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Setting Up A Future For My Grand Children

Investing in the future of your grandchildren is a great way to help them prepare for their financial needs in life. By setting aside money now, you can provide them with added security and increased opportunities in the years to come.

Planning Your Retirement

Retirement planning shouldn’t be something you only consider when you’re older. Act now to ensure that your long-term goals become a reality.

Wealth Succession

Download our guide to learn how to make the right preparations for future generations.

Inheritance Tax Planning and Passing On Wealth

Learn how to best pass on your wealth whilst protecting and preserving your legacy through our inheritance tax planning guide.

Taxing Times

With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities.

Individual Savings

Time is running out to take advantage of this year’s Individual Savings Account (ISA) allowances. You get one ISA allowance per tax year. Download our guide to learn how to use it or lose it soon, when the tax year ends on 5 April.

Capital Gains Tax

Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from the sale of certain types of assets. Here's how to minimise your CGT tax bill.

Financial Planning

Welcome to our ‘Guide to Revisiting your Financial Plan in 2023’. It’s the start of a new year so you might want to set yourself some financial goals. This can be anything from getting on the property ladder to retiring early, but each goal requires a plan.

Don’t Abandon Pension Contributions As Prices Rise

On this guide we look at the impact breaks in pension contributions could mean to savers by missing out on thousands of pounds in future that will mean less income during retirement.

Guide to Leaving A Tax Efficient Legacy

You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be affected by Inheritance Tax, it can be tempting to hold off making plans to do anything about it. But the truth is that it’s better to plan earlier for Inheritance Tax.

Guide to Retirement Matters

Today, everything is different. Not only are we living longer, healthier and more active lives, most of us can now decide when, how, and even if, we retire. It's never too early to start thinking about retirement planning. Whether you're just starting your career or you're a few years away from retirement, it's essential to start saving and investing for your future.

Guide to Investing Principles

Everyone has a different idea of what money means to them. Having a financial plan can help you get where you want to be. The reality is that investors who make the effort to plan for the future are more likely to take the steps necessary to achieve their financial goals.

Guide to Wealth Creation

There’s no one-size-fits-all answer to the question of how to build a plan for financial freedom. Achieving financial independence through wealth creation is a state to which many people aspire. Financial independence means different things to different people.

Guide to Maximising Pension Savings

Many people are feeling the pressure on their finances at the moment due to the backdrop of rising inflation and the cost-of-living soaring. In these circumstances, it can be difficult to think about your long-term finances or even contemplate saving for the future. However, even in the current climate there are ways to maximise the value of any pension savings you do have.

Guide to Putting Life On Hold

Rising living costs have been so significant in recent months that most have noticed a squeeze on their monthly budgets. This might have a knock-on effect on their lifelong goals such as owning a home or retiring comfortably.

Guide to Family Protection

There are various complex risks in life that we all face, such as serious illness, an accident or death. What would happen if something were to happen to you? These are not easy questions to ask but it is important to consider what would happen if an unexpected event or accident took place.

Guide to Show Me The Money

It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. There are a number of key principles that every investor should follow with the aim of building an effective long-term strategy designed to achieve their financial goals.

Guide to Getting Set For Retirement

There has rarely been a more challenging time to retire, which is why it has never been more important to understand your options. Remember, the choices you make today will have a big impact on the quality of your life later on.

Guide to Making The Most Out Of Your Future

When it comes to retirement planning, there are a lot of things to consider. First and foremost, you need to make sure that you have enough saved up to cover your costs.

Guide to Investing

Investing is one of the most important things you can do to secure your financial future. It allows you to build wealth over time, while taking advantage of compounding returns. And, by understanding some key principles, you’ll have the peace of mind knowing that you’re doing everything you can do to invest with confidence.

Guide To Building A Million Pound Pension

You will need to commit some sizeable savings to become a pension millionaire. But whatever you can afford to pay in, the sooner you start, the more chance you’ll have to reach your goal.

Navigating The Cost Of The Living Crisis

Rising inflation and increases in taxes are set to leave millions worse off in 2022. Households are already grappling with the worst cost of living crisis in a generation but budgets have been further squeezed by a raft of price and tax rises.

Fed Up With Your Nine-To-Five?

The dream of an early retirement is very much alive and kicking, but there are many factors to consider along the way and the current uncertainty about the future does not make this an easy decision. Download our guide to learn more about what you should consider before retiring.

Estate Preservation

Estate preservation is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.

Building Financial Wealth

Read about the six tried and trusted principles to help you reach your investment goals and help you build your financial wealth.

UK Mortgages For Expats and Foreign Nationals

Finding the best UK mortgage deals can be tricky while living and working overseas. We help expats and foreign nationals to find the best mortgage rate for your circumstances. Download our FREE guide which cover the following topics: High Value Mortgages - Bridging Finance - Commercial Finance - Overseas International Mortgages - Residential & Buy-to-let Mortgages.

Moving To The UK

Looking to relocate or repatriate to the UK? Download our guide to learn more about everything you should consider to move your money and assets with ease, manage tax efficiently, and have a smooth return.


A QROPS is an overseas pension scheme that (HMRC) recognises as eligible to receive transfers from registered pension schemes in the UK.

Lifetime Allowance

Lifetime allowance is a limit on the total value of pension benefits you can build up without paying a tax charge. Through our guide, learn how to avoid exceeding the limit with the right planning.

Pound Cost Averaging

When it comes to investing your money, making regular investments can offer more benefits than investing a lump sum. It may be that you don’t have a lump sum to invest, but you can afford to commit a regular monthly sum. Pound cost averaging enables you to create a more disciplined investment approach and removes some of the worry about making lump sum investments at the wrong time.

Lasting Power Of Attorney

Do you need help managing the financial affairs or health decisions of a relative? Are you concerned that failing health may leave you incapable of managing your own finances and general wellbeing? Arranging a Lasting Power of Attorney could be used to protect you and your family should the worst happen.

Invest Your Way Out Of Inflation

As higher inflation looks set to persist throughout 2022, download our guide to learn why finding ways to generate a return on investments greater than inflation will be a key investment theme – otherwise your wealth falls in real terms.

Financial Protection

Change is inevitable. It’s just a part of life. Some changes you can predict, while others you simply cannot. But that doesn’t mean you can’t have a plan in place to help mitigate the impacts and protect your wealth should something change in your life, like your career, your health or even your family situation.

The State Pension

The State Pension is a vital source of income for millions of retired people across Britain. However, the system can be complex and it’s important that you know how it works. If you’re looking to maximise your income in retirement, a good place to start is with your State Pension.


When it comes to planning for your financial future, it's important that you understand all the options available to you, and that you get the right financial advice.

How Can I Protect My Assets From Inflation

Learn about the negative impact of inflation upon the real value of an investor’s portfolio and how it could be a concern, particularly for the older generation with not enough investments, who may live mostly or entirely off their savings and pensions.

A New Tax Year, A New Start For Your Finances

It’s always a good time to consider financial planning, but even more so at the start of a new tax year, when you have a fresh set of annual allowances to take advantage of. Tax rules and regulations continually change so it’s important to stay up-to-date. Create a roadmap for your future financial success.


A Self-Invested Personal Pension could be right for you if you are looking for a wider choice of investment options and have sufficient knowledge and experience of investing to make your own investment decisions.

Your Options at Retirement

Guide to how to turn your pension savings into an income for life. From tracing old pension pots, inflation, to top pension tips if you're about to retire and more.

Investing for Children and Grandchildren

How to set your loved ones for a brighter future. With a bit of careful thought and forward financial planning, there's a lot you can do to make sure the money you give your children and grandchildren goes as far as it can. Download to learn more.


Could your money be working harder so you don't have to? Our guide helps you define your financial objectives, discusses having a goal-based approach, inflation, and how to improve your chances of achieving your investment goals.


This guide covers everything from how to build your financial plan, how covid may have impacted your retirement plans, pensions, intergenerational financial planning, inflation and how to create a better financial future.

Inheritance Tax

You want your loved ones to inherit as much of your wealth as possible when you die. Estate planning is about more than just tax. It is about making sure the people left behind are financially supported, that your assets are protected and that the tax your estate pays is fair.

Pension Boost

The unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement. Download our guide to learn how you can boost your pension to get the most from it while building a better future for yourself.

Critical Illness Cover

Everybody wants to feel that, even if they were diagnosed with a critical illness, they’d be able to cope financially. Critical Illness cover can help minimise the financial impact on you and your family if you become critically ill.

Portfolio Diversification

By maintaining proper portfolio diversification and avoiding the pitfalls of market timing, you’ll have the foundation needed to help manage your overall exposure to market volatility. Download our guide to learn more.

The Future of Retirement

Retirement meant different things to different people. If you are approaching retirement age, it’s important to know if your pension is going to finance your plans. But what questions should you be asking about your retirement? Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of retirement I want? Should I invest my retirement savings? Download our guide to learn more about these key questions.

Passing Assets Efficiently to the Next Generation

What will your legacy look like? The pandemic has led many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going to waste after they die. Sorting out your finances early will help the people left behind when you die.

Six Principles of Investing

Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your money to earn the best return possible without taking undue risk. That’s why it’s important to invest in a way that’s right for you and that will meet your goals.

Designing Your Own Lifestyle Plan

Successful lifestyle planning should prepare you for every possibility. Once you understand your dreams, ambitions and needs, you can take action to make sure these become a reality.