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As well as Our Articles, you can check out our financial planning guides as well as our Independent News Magazine, or simply read about what’s happening at Kellands.
With unused pensions facing Inheritance Tax from April 2027, many retirees are turning to annuities. Learn the pros, cons and alternatives before you decide.
Our latest guide shares five steps you can take to help you plan for a pension shortfall, build a strong financial foundation, and start enjoying your retirement sooner.
Would you rather deep-clean your bathroom than plan for retirement? Here’s how practical advice can help you overcome retirement planning anxiety.
If you’re keen to start the 2026/27 tax year on the front foot, here are three simple yet effective financial habits for long-term growth and peace of mind.
Many young people with Plan 2 student loans are struggling to pay off their high-interest debt. Here’s what to consider before helping loved ones repay theirs.
Discover why retirees are especially exposed to market volatility, including sequencing risk and panic selling, and how financial planning can protect your income.
There were 16,600 centenarians living in the UK in 2024, and this figure could double by 2044. Discover how you can plan for a 40-year retirement.
Learn key estate planning issues blended families face, as well as three ways financial planning can help reduce tension and preserve generational wealth.
Inheritance Tax rules are changing. Discover three reasons to slow down, make a plan, and harness giving while living to reclaim your estate’s tax-efficiency.
Discover how SMART financial goals can help you turn vague intentions into clear plans. Download our guide to learn five practical steps for effective financial planning.
When stock markets are volatile, it’s time for calm heads and logical decisions.
A Lasting Power of Attorney doesn’t just protect you, it shields your family’s wellbeing too. Learn three costs your loved ones could pay without one in place.
No new taxes in the 2026 Spring Statement, but major earlier changes still stand. See how updates to tax, forecasts and spending may affect your finances.
Make the most of your tax allowances before 5 April 2026. From ISAs to pensions and gifting rules, here are seven key opportunities to review before the 2025/26 tax year ends.
Are you looking to retire in the next 10 years? Discover three ways the 2025 Autumn Budget could have an impact on your plans, and how we can help.
Are you self-employed? Discover tax-efficient ways to fund your dream retirement, from SIPPs and ISAs to long-term investing and claiming expenses.
Discover how financial advice can strengthen your retirement plan and offer valuable peace of mind through several key practical and psychological benefits.
A practical guide to completing a mid-retirement MOT. Learn 8 simple steps to review spending, tax, protection and goals in later retirement.
Planning your finances for 2026? Our latest guide shares five practical tips to help you manage your wealth, build resilience and plan with confidence.
Do you have questions about Inheritance Tax, probate, being named an executor, or contesting a will? Learn what you need to know about these topics – and more – here.
70% of SIPPs are being managed on a DIY basis. Find out how working with a financial planner could boost your pension and put you on track for a comfortable retirement.
From providing childcare to the financial support they'll need, read three conversations to have with your children if you're expecting a grandchild in 2026.
Turning 50 and only just thinking about retirement? Learn how boosting contributions and expert planning can still secure the lifestyle you want.
May 5, 2026
With unused pensions facing Inheritance Tax from April 2027, many retirees are turning to annuities. Learn the pros, cons and alternatives before you decide.
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