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Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney
Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why...
Gary Lumb
Sep 292 min read


The 3 steps to achieving financial wellbeing
A financial plan could improve your long-term wellbeing and help you live the life you want. Read about three key steps towards creating a financial plan, and why beginning with what brings you joy and meaning can lead to better outcomes.
Gary Lumb
Sep 243 min read


Investment market update: August 2025
While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.
Gary Lumb
Sep 245 min read


What could a Labour wealth tax look like?
Chancellor Rachel Reeves is facing some difficult decisions ahead of the Autumn Budget, and one option that’s reportedly under consideration is a wealth tax. Find out how a wealth tax could work in the UK.
Gary Lumb
Sep 243 min read
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