About jonathan

Posts by jonathan

6 reasons why planning for your future is easy to delay

Why updating your cashflow model is essential for staying on track

4 estate planning lessons you could learn from JRR Tolkien’s legacy

Explained: When Inheritance Tax could apply to gifts

2 upcoming ISA changes you should be aware of

Investment market update: July 2026

The psychology of fear in investing: Why mastering it could support long-term success

The £12.3 billion cost of delaying estate planning

How a cashflow model could provide clarity about your retirement income

How to engage with your finances

What does a change in prime minister mean for your finances?

Investment market update: June 2026

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