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Investment market update: July 2026
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026.

Tom from Harken Financial
Aug 255 min read
How to rethink ageing and build a positive mindset
Later life is often seen as a time of slowing down and losing purpose, but this view can be limiting and unhelpful. Find out how to rethink ageing and build a more positive mindset so that you can enjoy every moment of life.

Tom from Harken Financial
Aug 253 min read
4 estate planning lessons you could learn from JRR Tolkien’s legacy
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.

Tom from Harken Financial
Aug 255 min read
Explained: When Inheritance Tax could apply to gifts
Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know.

Tom from Harken Financial
Aug 254 min read
2 upcoming ISA changes you should be aware of
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of.

Tom from Harken Financial
Aug 254 min read
The psychology behind investment mistakes
Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that might prevent you from repeating the error.

Tom from Harken Financial
Aug 253 min read
Investment market update: April 2026
During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out what external factors may have affected the performance of your investments.

Tom from Harken Financial
May 276 min read
Are you supporting a loved one? You might need a Lasting Power of Attorney to act
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney in place.

Tom from Harken Financial
May 273 min read
How the value of your estate affects a key Inheritance Tax allowance
As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.

Tom from Harken Financial
May 275 min read
Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable.

Tom from Harken Financial
May 274 min read
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