Insights
Insights worth your time.
Our views on markets, planning and the things that shape a good life with wealth.
Latest
The latest from our advisers.
Articles, guides and news from the people who look after our clients, most recent first.
Our view
What the latest changes mean for you.
When budgets, rules or markets shift, we explain what has changed and what it could mean for your plan.
Tools
Work out where you stand.
Simple calculators that give you a first view of your numbers, and a starting point for a conversation with an adviser.
Calculator
Inheritance tax estimator
See roughly what your estate could owe today, and how that changes when pensions count from April 2027.
Try the estimator →
Planner
Cashflow planner
See how long your savings and pensions could last, and what you could spend each year in retirement.
Try the planner →
With an adviser
Want the fuller picture?
Our advisers build detailed cashflow plans from your real numbers. The first conversation is complimentary.
Let's talk →
These tools give illustrative figures based on what you enter and our assumptions, which we explain on each tool. They aren't financial advice, and tax rules can change.
Go Beyond magazine
Our quarterly magazine for clients.
Go Beyond brings together our thinking on markets, planning and life with wealth, four times a year.
Latest issue
Reset, refocus and finish the year strong
Issue 3 of Go Beyond, our quarterly magazine for clients, with a mid-year money check-in and a look ahead to the Autumn Budget.
Read the issue →Past issues
Not a client yet? You're welcome to read it anyway. If you'd like each issue by email, sign up below.
Trinity Talks
Conversations about real planning decisions.
Our advisers talk through the questions clients ask most, in around twenty minutes an episode.
More episodes
Events
Join us in person or online.
We host briefings and client evenings through the year, and share other events we think are worth your time.
Guides
Practical guides you can use.
Short, step-by-step guides to the financial jobs most people face at some point.
Stay in touch
Our thinking, in your inbox.
A monthly email with our latest views, guides and events. You can unsubscribe at any time.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
