Financial planning

How to make a budget

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.

Why I’m a one-trick pony at parties

Friday, 05 April 2019 | Blog | By Jeff Prestridge

I spend a lot of time encouraging people – including family and friends – to build wealth and become financially independent; to put money into a pension regularly; and when the opportunity arises, to squirrel a little away...

Looking for free help managing your money? One-stop shop launched as three bodies are merged

Tuesday, 08 January 2019 | News

The SFGB is intended to streamline the work of three different financial help bodies.

Get your finances in shape for 2019

Friday, 25 January 2019 | Article

January is the perfect time for giving your finances a New Year makeover, but where exactly should you start? Moneywise takes a look at different ways you can help get your finances under control for the year ahead

Jasmine Birtles: Too lazy for my 'life laundry'

Friday, 30 November 2018 | Blog | By Jasmine Birtles

“I hate housework,” said Joan Rivers. “You make the beds, you do the dishes and six months later you have to start all over again!”

Bereaved families will face soaring probate fees of up to £6,000 as the government presses on with controversial tiered fee structure

Tuesday, 06 November 2018 | News

Bereaved families could see the cost of probate soar by thousands of pounds after the Ministry of Justice confirmed that it will implement a banded structure for the payment of probate fees from April next year.

Parents giving away £227 billion to kids to save on inheritance tax

Monday, 08 October 2018 | News

One in five parents has given money to their children in an attempt to reduce the amount of inheritance tax their families will have to pay when they die.

What redress is there if a financial adviser is wrong?

Friday, 28 September 2018 | Question and Answer

Many people need to take financial advice.

'Bank of Mum and Dad' wants tax incentives to help children

Friday, 17 August 2018 | News

Parents aged 55-plus desperately need financial guidance and tax incentives to help kids, according to new research from equity release adviser Key.

One in three Brits worried about sudden financial shock

Thursday, 16 August 2018 | News

One in three Brits says they do not think they have the means to cope with a sudden financial shock or loss of income.

Don’t let wealth worries ruin your retirement

Wednesday, 18 July 2018 | Blog | By Jeff Prestridge

Do I have sufficient financial assets to last a lifetime? Hand on heart, I do not know – and I imagine I am not alone in my financial ignorance.