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Planning for the Future

Getting your finances in order and planning for the future is key to your financial wellbeing. Read tips, guides, news, and blogs about long-term investing and saving.

Can you carry forward pension allowance?

Created on: 25/11/2025

Updated: 11/12/2025

If you’re planning on contributing a much higher amount to your pension this year, the carry forward rule may be something to explore. Find out if it’s something you might be able to use.

Early retirement due to ill health: your options explained

Created on: 24/11/2025

Updated: 11/12/2025

Here’s what you need to know if you are considering withdrawing from a pension early due to long-term or terminal illness.

Dividend tax allowance for 2025/26 explained

Created on: 07/08/2025

Here's everything you need to know about this year's dividend tax allowance

Can I transfer a Cash ISA to a Stocks and Shares ISA?

Created on: 15/07/2025

Updated: 24/11/2025

While Cash ISAs may be a more popular product to open, the statistics prove that more money is held in Stocks and Shares ISAs — holding the market value of 59.3% of all ISAs in the UK [1].

Inheriting an ISA

Created on: 14/07/2025

Updated: 24/11/2025

Whether you are a spouse, civil partner, child, or someone else close to the person who has passed — here’s the clear breakdown of what you need to know about inheriting an ISA.

What is a flexible ISA?

Created on: 09/06/2025

Updated: 21/11/2025

Want an ISA that can offer you a more relaxed approach to temporarily withdrawing money from it? Although not as well known, flexible ISAs are on the market. And in July 2025, new rules were applied to them, meaning they now offer even more flexibility. Read on to see if one could help you.

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Does transferring an ISA count as opening a new one?

Created on: 03/06/2025

Updated: 24/11/2025

Want to move your ISA to a new provider, but unsure of the details or whether it’s the right choice for you? Here’s what you need to know about the classification of transferring your ISA — plus timings, considerations, and the all-important transfer form.

Smart ways to boost your Stocks and Shares ISA returns in the 2025/26 tax year

Created on: 19/05/2025

Updated: 03/07/2025

Investing through a Stocks and Shares ISA could give your money the chance to grow beyond the interest offered in Cash ISAs and other savings accounts. So, here are some tips that could help you maximise your ISA — and boost your potential profits.

The Complete Guide to Ethical Pensions

Created on: 01/05/2025

Opting for a personal pension gives you the power to align your investments with your values. Our ethical pension guide explores how you can make more sustainable and responsible choices on your path to retirement.

Generational Gifting: Are UK parents considering gifting inheritance early?

Created on: 16/04/2025

Updated: 09/12/2025

What happens to a Junior ISA at 18?

Created on: 11/04/2025

Updated: 14/04/2025

Research from The London Foundation for Banking & Finance found that 85% of young people (aged 15-18) would like to improve their financial situation [1]. A Junior ISA (JISA) is one way to help your child find their financial footing — but what happens to it when they turn 18?

New tax year changes 2025/26

Created on: 10/04/2025

Updated: 29/05/2025

From State Pension changes to National Insurance contributions, get to grips with the new tax year changes for 2025-2026.

Answered: The UK’s Most Googled Pension Questions

Created on: 03/04/2025

Updated: 09/12/2025

Why Choose Wealthify for Your SIPP?

Created on: 03/02/2025

Updated: 25/11/2025

Looking for a Personal Pension to help you boost your retirement fund and do the things you love? Here are some reasons to consider a Wealthify SIPP to help fund the future you’ve worked so hard for.

Approaches to Managing Your Pension Pot in Retirement

Created on: 29/01/2025

Updated: 31/01/2025

Finding the best approach to managing your pension pot can help to secure financial longevity, as well as peace of mind, in the run up to your retirement.

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