Welcome to the Resource Centre.
Here you will find copies of our personal finance magazine.
What the Back to the Future ripple effect could teach you about financial planning
40 years ago, Back to the Future delighted cinema-goers and the “ripple effect” the characters experience could provide a valuable lesson when creating a financial plan – even small actions you take now may have a large effect on your future. Find out other insights you could pick up from Marty McFly and Doc Brown in this useful guide.
The compounding effect: How it could boost or harm your finances
Once described as the “eighth wonder of the world”, compounding could be key to building wealth and reaching your lifestyle goals. However, if you don’t understand how it works, it might be a missed opportunity or even harm your finances. Read this insightful guide to find out why you need to know what compounding is.
How financial planning could help you answer essential “what if?” questions
With many people worrying about how their decisions will affect their long-term finances or how they’d cope if they faced an unexpected obstacle, cashflow modelling may be a valuable tool that boosts your clients’ long-term confidence.
This handy guide explains what cashflow modelling is and how, when used as part of a wider financial plan, it might lead to better-informed decisions that support long-term goals.
Your Spring Statement update, and what it means for you
The chancellor has delivered the Spring Statement outlining the government’s fiscal plans for 2025 and beyond.
To help you understand what this means for you, we’ve produced a summary detailing the main points of Rachel Reeves’ speech.
You can also read about how the measures announced could affect you, your family, and your business.
7 allowances you might want to use before the end of the 2024/25 tax year
The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25.
5 key financial planning steps to consider during a divorce
A relationship breaking down can be incredibly emotionally challenging, and it may have a significant effect on your short- and long-term finances as well. This useful guide highlights some of the potential steps you might take during a divorce to maintain financial stability and plan for the future.
10 of the world’s best destinations to travel to during winter in the UK
It’s not hard to argue that winter is a magical period. In northern hemisphere countries like here in the UK, it’s the time of year when cities sparkle with festive lighting, snow dusts dramatic landscapes, and much of the globe slows down to celebrate what is really important to them.
The surprising benefits of choosing a “living legacy” for your loved ones
Traditionally, families have passed on wealth through an inheritance. Yet, choosing a “living legacy”, where you pass on assets during your lifetime, could benefit both you and your loved ones. Read this useful guide to discover the key benefits of choosing a living legacy, as well as the potential downsides.
2024 Autumn Budget Update
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond.
The first-time buyer’s guide to saving for a property deposit
Saving a deposit to buy your first home might seem like a daunting task. Download your copy of this practical guide to discover what you need to know and pick up some handy tips that could help you become a proud homeowner.
5 insightful lessons you could learn from the world’s most successful investors
The world’s most successful investors are known for consistently delivering above-average market returns, and they offer practical lessons that could guide your approach to investing too. Discover some powerful investment lessons by downloading your copy of this useful guide.
How an Olympic mindset could help you manage your finances effectively
Thousands of athletes are descending on Paris for the 2024 Olympics this summer. It’s not just natural talent and a dedication to training that’s helped them reach this incredible goal, but their mindset too. Discover some of the powerful Olympic lessons you could apply to managing your finances in this useful guide.