Wealth Insights

Insights on retirement, tax planning, estate and legacy, and lifestyle finance, giving you the knowledge you need to plan with clarity and confidence.

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Latest

Retirement
28 July 2026

The quiet cost of keeping too much in cash

Cash feels safe. It is the money you can see, the balance that never falls, the buffer that helps you sleep at night. I understand the appeal completely, and a healthy cash reserve is part of almost every sensible financial plan. What worries me is how much cash sits well beyond that reserve, quietly losing […]

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Andrea Rozario

Fresh thinking, regularly.

Junior ISA Explained: Benefits, How It Works, and How to Maximise It

Lifestyle

Lifestyle
12 min read

Junior ISA Explained: Benefits, How It Works, and How to Maximise It

A Junior Individual Savings Account, known as a Junior ISA or JISA, is the tax free savings account every parent in the UK can open for a child today. It replaced the child trust fund...

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