Posts by Jason McConkey
5 valuable reasons to consult a solicitor when writing your will
Using AI or taking a DIY approach to writing your will could mean your assets aren’t distributed in a way that aligns with your wishes. Discover some of the key reasons why working with a solicitor could be valuable, from minimising mistakes to reflecting your financial plan.
Planning for care: The costs you might need to make part of your financial plan
Many people in the UK need to pay for at least a portion of their later-life care if it’s required. So, if you haven’t already considered potential care costs as part of your long-term plan, find out how much it could be and why it’s important to factor in.
We’re in the Telegraph thanks to your reviews
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
Gifting from your surplus income is an often-overlooked estate planning option that could help reduce the amount of Inheritance Tax your family pays on your death.
Investment market update: May 2025
While many regional markets recovered some of the losses they experienced in April in May 2025, uncertainty may still be affecting the performance of your investments. Read about some of the key factors that influenced the investment market recently.
Should you choose a Cash or Stocks and Shares Junior ISA for your child?
A Junior ISA (JISA) can provide an effective way to build a nest egg for your child. One important question for parents to consider is whether to save or invest using a JISA. Find out what you need to know about Cash and Stocks and Shares JISAs, and read questions that could help you decide which option is right for your needs.
Why defining “financial freedom” could help you achieve it
Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a tailored financial plan that turns it into a reality.
Are your money beliefs helping you make great financial decisions?
The beliefs you hold about money can have a huge effect on the financial decisions you make, but they aren’t set in stone. Discover why money beliefs are important and a simple exercise that could help you identify “self-limiting beliefs” that may be harmful.
What the Back to the Future ripple effect could teach you about financial planning
How to use an unexpected windfall to create long-term prosperity
Key financial planning challenges couples face and how we could solve them
