Unity Wealth Management

13/10/2026

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget.

The weeks leading up to an Autumn Budget always feature rumours about what might change and how it could affect personal finances. With this Budget being the first for Prime Minister Andy Burnham and Chancellor John Healey, speculation is particularly rife.

Headlines are designed to grab your attention and could provoke an emotional response and could lead you to make decisions that aren’t right for you based on rumours that may not materialise.

Here are six useful tips that could help you avoid headline-driven decisions in the coming weeks.

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. Already speculation about what will be announced is rife. Here’s how to avoid headline-driven decisions.

08/10/2026

The amount HMRC is forecast to collect through Capital Gains Tax (CGT) is set to more than double between 2024/25 and 2030/31, according to the Office for Budget Responsibility (OBR, 9 February 2026). The good news is that there might be steps you could take to reduce a potential bill. Read on..

17/09/2026

Organising your finances and planning your future are important tasks. Yet, it’s something that many people put off. Procrastination isn’t simply a lack of discipline. It’s often linked to stress, fear of failure, and other psychological factors, and working with a financial planner could help overcome these obstacles.

Here are six reasons why it’s easy to delay financial tasks and how a financial planner could help you have the confidence to manage your finances now.

Organising your finances and planning your future are important tasks. Yet, it’s something that many people put off. Procrastination isn’t simply a lack of discipline. It’s often linked to stress or a fear of failure. Working with a financial planner could help overcome these obstacles.

10/09/2026

In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its epic scenes, superb acting, and attention to detail. Director Peter Jackson brought the first of the trilogy to life, staying largely faithful to the source material from beloved author JRR Tolkien.

The author himself had a limitless imagination but lived a surprisingly quiet life. Now, as we celebrate the 25th anniversary of the new era of Tolkien mania, we can also explore the lasting legacy he left. Not just in terms of his astonishing works, but also in the Tolkien Estate, set up to manage his fortune and ensure his name lived on.

Tolkien’s meticulous planning and attention to detail with his finances offer key lessons to learn about the value of estate planning. Read on to find out more.

JRR Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning could also teach us some important lessons: discover more about four of these.

06/09/2026

A cashflow model isn’t a one-off exercise. If you want to use it to inform your financial decisions, regular updates are essential. Read on to find out why it is important to keep yours up to date.

https://ow.ly/PNZp50ZEMFi

A cashflow model isn’t a one-off exercise. If you want to use it to inform your financial decisions, regular updates are essential.

30/08/2026

Most people are confident they could spot a scam if they were targeted. However, it could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.

According to a survey from Which? (7 April 2025), 9 in 10 people believe they could identify a scam email or text. Yet, it only takes a single oversight to become a victim. 1 in 7 people say they’re sent scam emails a few times a week, so it’s easy to see how you could overlook a red flag you’d usually recognise.

Being aware of scams and how fraudsters might dupe you is one way to protect yourself. Now, read on to discover some of the psychological tricks that fraudsters might use.

Most people are confident they could spot a scam if they were targeted. However, it could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.

27/08/2026

In our fast-paced, screen-heavy world, finding simple ways to boost health and bring people closer can feel surprisingly challenging. Yet, research shows that regular outdoor activity and strong social connections are two of the biggest drivers of childhood happiness and long-term wellbeing.

Here, the Dutch tradition of avondvierdaagse could serve as inspiration. Keep reading to find out what exactly avondvierdaagse is and how you could apply its principles to everyday life right here in the UK.

Looking for simple ways to boost family wellbeing? Learn how this Dutch walking tradition can bring you together, get you outdoors, and help transform communities.

13/08/2026

Most people will have multiple financial goals they want to achieve. A common challenge is balancing these competing goals and understanding how to use your assets to work towards them. It’s an area that a financial plan could help you with.

Over the last few months, you’ve read about short-, medium-, and long-term goals that might be important to you and different financial strategies that suit each time frame. Now, read on to find out how a financial plan could help you strike a balance that works for you.

Most people will have multiple financial goals they want to achieve. A common challenge is balancing these competing goals and understanding how to use your assets to work towards them. It’s an area that a financial plan could help you with.

09/08/2026

Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years.

However, working out what your income might look like many years from now can be complex. As such, you may feel in the dark about how your pensions, savings, and investments might support you in later life.

Keep reading to find out how a financial planner can use cashflow modelling to give you a clear picture of your retirement income and help you plan for the future you want.

02/08/2026

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.