Financial planning

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.

How to set up a Lasting Power of Attorney... while you can

Monday, 12 December 2016 | Article

We explain how to ensure that someone else can look after your affairs if you are unable to do so in the future. Plus how your attorneys can make sure it works for them.

Seven in ten Moneywise users find an accountant through word of mouth

Thursday, 08 September 2016 | News

Word of mouth is the most popular method readers use to find an accountant.

Money makeover: "We want to provide financial security for our young family"

Tuesday, 02 August 2016 | Article

This article was written in response to a reader’s financial situation.

Brexit round-up: what the vote means for your money

Tuesday, 19 July 2016 | Article

Since 24 June the Moneywise team has been hard at work, making sense of what the Brexit vote means for your family's money. You can see all of our Brexit analysis below.

Leave vote: What it could mean for your money, property and investments

Friday, 24 June 2016 | News

After months of anticipation, UK voters have decided – in an historic move – to leave the European Union some 43 years after joining its predecessor, the European Economic Community, in 1973.

How will the EU referendum affect your investments?

Tuesday, 29 March 2016 | Article

But what does it mean for our investments in equities? In the run-up to the referendum, we are likely to see a lot of ups and downs in the stock market.

Pension savers still tempted by property

Tuesday, 10 November 2015 | News

Savers consider workplace pensions to be the safest way of investing for retirement, but believe an investment in property will yield bigger returns, according to new research from the Office for National Statistics.

How can I turn £50,000 into a monthly income?

Wednesday, 14 October 2015 | Question and Answer

If you are looking to make withdrawals of £300 each month from your lump sum, this equates to an interest rate of 7.2% a year.