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March 16, 2026 in
The Freedom Number: The Most Important Financial Question
Many people spend decades building wealth without ever asking the most important financial question: How much is enough? Investment returns,...
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March 4, 2026 in
When Life Gets Bigger for Henry
When success brings new responsibility Henry is still only in his early 30s. Not long ago he qualified as an actuary after a decade of exams,...
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February 18, 2026 in
Bonus Day for Henry
When a £33,000 bonus is not really £33,000 We introduced Henry (High Earner, Not Rich Yet) in a previous Insight. Henry is 32. A...
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February 6, 2026 in
Is 2026 the Time to Sell Your UK Buy-to-Let?
Is 2026 the Time to Sell Your UK Buy-to-Let? For decades, UK residential property was the cornerstone of a "set and forget" retirement. But in...
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January 12, 2026 in
A New Year, A Fresh Start – But What About Your Finances?
A new year often brings a sense of reset. We think about health, fitness, travel plans, career goals – how we want the year ahead to...
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December 17, 2025 in
The Business Owner’s Journey to Exit: How M&A and Wealth Planning Work Together
For many business owners, an exit is the single most significant financial event of their lifetime. Years, sometimes decades, of effort, risk and...
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December 5, 2025 in
What Should You Do with Your Tax-Free Lump Sum Now That It Has Been Withdrawn?
In the months leading up to the Autumn Budget, thousands of people withdrew funds from their pensions amid speculation that the rules around...
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November 25, 2025 in
From Shelter to Liability: The New Tax on Your Pension
Most people still believe that pensions sit outside their estate when it comes to inheritance tax (IHT). Until recently, they were right. But a...
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October 29, 2025 in
Redefining Retirement: A New Chapter, Not the Final One
Redefining Retirement: A New Chapter, Not the Final One Live well. Give back. Stay curious. For decades, life tends to follow a rhythm:...