Guide Category: Financial planning

Using equity release to unlock property wealth later in life

Many people consider using equity release to unlock some of the money tied up in their home. See our guide for the pros and cons…

Intergenerational wealth planning: Your options when passing on wealth to the next generation

There’s more than one way to pass on wealth to your family. Click below for a free guide which explains all the options.

Remortgaging: The essential steps you should take when your mortgage ends

If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. Click here for our free guide.

4 steps to creating a financial wellbeing plan

Practical steps to help you improve your relationship with money. Click here to find out what you could do to boost your long-term wellbeing.