Financial planning

"Don't give your kids too much money before you die," warns top adviser

Tempted to pass on assets to your children to dodge care costs and inheritance tax? Find out why one top financial planner is warning you to err on the side of caution.

Who can you trust with your money? Find out in August’s Moneywise on sale now

Thursday, 27 July 2017 | News

Which providers can you trust with your money? Find out in August’s Moneywise magazine on sale in WHSmith and selected Sainsbury’s stores from today.

Stat of the month: Taking financial advice makes you £40,000 wealthier

Thursday, 13 July 2017 | News

People who take financial advice are typically £40,000 better off than those who do not, new research suggests.

Ask the Experts: We want to close a bond that is held in trust. What's the best way to do this?

Wednesday, 05 July 2017 | Question and Answer

There are different types of trust, so there are various answers to your question, both from a legal and a tax perspective. So I’m afraid my answer must be general in nature.

Moneywise users review pensions and investments monthly

Thursday, 15 June 2017 | News

Over a quarter (26%) of Moneywise.co.uk users review their pensions and investments every month, according to our latest poll results.

More than four in ten regret past financial mistakes

Friday, 02 June 2017 | News

More than 4 in 10 UK consumers say that they are still negatively impacted by financial mistakes they made in the past, according to new research from Aviva.

Don't give your children too much of your money

Friday, 02 June 2017 | Article

James Hambro & Co financial planner Charles Calkin has several warnings for those tempted to give away too much of their wealth to dodge care costs and inheritance tax (IHT). Here’s his advice.  

Find out if financial advice is worth it in June’s Moneywise magazine out now

Thursday, 25 May 2017 | News

Is financial advice worth it? We answer this question in June’s Moneywise magazine, which is on sale in WHSmith now for just £3.95.

Financial advice: is it worth it?

Friday, 09 June 2017 | Article

When should you pay for independent financial advice and when should you do it yourself? We investigate how much advice should cost and if it can boost your finances in the long run.

How to make a budget

Tuesday, 07 March 2017 | Article

The word ‘budget’ can conjure up complex spreadsheets and the hassle of noting every penny you spend. But making a budget can be the first step towards taking control of your finances – we highlight the main ways to do it.

Financial advice versus financial guidance: what's the difference?

Wednesday, 04 January 2017 | Article

Financial guidance is set to become more of a feature in 2017, as the government and regulator clarifies the distinction between it and financial advice.