Latest News & Guides
from First Service Financial
Guide – SMART goals: 5 steps to effective financial planning
Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t...
Your Spring Statement update – the key news from the chancellor’s speech
Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and delivered the government’s...
Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year
The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these...
Guide: 5 tips to help you manage your wealth in 2026
The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve...
7 motivational tips to help keep your 2026 goals on track
With the festivities of 2025 now at a close, you’ve likely already started thinking about the year ahead. Indeed, 2026 brings the opportunity to...
How fiscal drag could harm your finances as the government extends tax freezes
When chancellor Rachel Reeves delivered the Budget in November 2025, you might have breathed a sigh of relief that Income Tax rates weren’t...
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031....
How much should you contribute to your pension?
Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success...
How to be a successful investor: Defining what “success” means
Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success...
Investment market update: December 2025
After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the...
Guide: The money lessons your family could learn from board games this Christmas
There is perhaps no better time than the festive season to sit down and enjoy a favourite board game with your loved ones. But as many families...
Your Autumn Budget update, and what it means for you
After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key...