News / page 2

17th July 2025 - Stacey Chamberlain

The joy of anticipation: How financial planning generates wellbeing

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast.  Thinking about the future can…

read more
17th July 2025 - Kevin Scott

How to prepare your loved ones for the “great wealth transfer”

Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance.  According to September 2024 data from Vanguard, it’s…

read more
17th July 2025 - Ben Nolan

Explained: How Dividend Tax works and when you pay it

Managing your tax liability could help reduce your overall tax bill and get more out of your money. If you’re unsure how and when you might pay Dividend Tax, read on to find out.  A dividend is one way a company can distribute profits to shareholders. You might receive dividends if you hold shares in dividend-paying…

read more
17th July 2025 - Hannah Bibby

10 adrenaline-fueled adventures you can have in the UK

Your favourite summer activity might be relaxing in the gorgeous sunshine, but it is also the perfect time of year to embark on an adventure. From zip lines to abseiling into caves, the UK boasts an endless number of extreme sports and thrilling activities. If you’re looking for a fun way to spend a…

read more
18th June 2025 - Tracey Payne

Currency risk in portfolios

Currency movements can affect investing outcomes. Investors owning overseas assets therefore are naturally concerned about what to do with this risk. The two options are to accept currency risk, or transfer it to another party willing to accept it, for a cost. The decision of what to do with currency exposure differs based on the role of the asset class…

read more
18th June 2025 - Tracey Payne

The Thursday Murder Club’s guide to retiring well

Richard Osman’s books about the Thursday Murder Club, a team of detective octogenarians, have sold millions of copies, and the team are set to hit the small screen in August. But Elizabeth, Ron, Joyce, and Ibrahim aren’t just providing entertainment; they could offer valuable retirement lessons as well. But don’t panic – solving murders in your spare time…

read more
18th June 2025 - Jennie Snooks

10 indulgent recipes to celebrate World Chocolate Day

This year, people around the globe will celebrate World Chocolate Day on 7 July 2025. Humanity has been enjoying chocolate for the past five millennia. It used to be considered such a rare treat it was known as the “food of the gods” by the Olmecs, Mayans, and Aztecs. Nowadays, chocolate is a popular…

read more
18th June 2025 - Stacey Chamberlain

Are your money beliefs helping you make great financial decisions?

This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast.  Each of us has a set of beliefs, borne out of our experiences. Are…

read more
18th June 2025 - Ben Nolan

How to improve your financial resilience

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast.  Financial wellbeing is a broad term that encompasses all aspects of the relationship between…

read more
18th June 2025 - Hannah Bibby

From Classroom to Career: Introducing Students to Financial Services

For a week this month, we were proud to host a Year 10 Lewes Grammar School Student, Sean. It’s been a little while since we have hosted a work experience student, but we had a full week of activities planned for him. Sean was very engaged and keen to learn about the different routes into the industry and how…

read more