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Lifetime Financial Management & Planning

Insights.

Guides and articles from our expert team.

Regular updates, news and insights to help you better understand your finances and improve your financial wellbeing.

Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

Sep 252 min read

A container cargo ship at a commercial dock.

A container cargo ship at a commercial dock.

Investment market update: August 2025

Sep 255 min read

A group of people reviewing performance on a tablet.

A group of people reviewing performance on a tablet.

“Unrealistic” expectations could lead to long-term disappointment for investors

Sep 253 min read

A woman showing her adult daughter something on a tablet.

A woman showing her adult daughter something on a tablet.

Planning for care: How to set out your wishes

Sep 253 min read

A family sitting on a clifftop overlooking a beach.

A family sitting on a clifftop overlooking a beach.

Your future self is a stranger, and it could affect your financial decisions

Sep 254 min read

A woman talking to a colleague in an office.

A woman talking to a colleague in an office.

5 challenges a financial midlife MOT could help you overcome

Sep 254 min read

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