News & Articles

Am I Saving Enough into my Pension?
18/09/2018
Pension savings are one of the largest elephants in the room when it comes to financial planning. Many of us fear that we are not saving eno...
A New Type of Relevant Life Plan
12/09/2018
One of our roles as professional financial advisers is to introduce our clients to cutting-edge products designed to strengthen their financ...
Top Tips for Minimising your Inheritance Tax Obligations
06/09/2018
There was a time when inheritance tax was solely for the very rich, but as house prices rise, more and more people are qualifying. Last year...
Are Your Employees at Risk of Breaching the Lifetime Allowance?
03/09/2018
Back in April at the start of the tax year, the Lifetime Allowance (LTA) was increased for the first time since 2010 and it has been dominat...
Are You Claiming the Correct Tax Relief?
30/08/2018
If you are a high earner, it is very possible that you are not currently claiming the correct tax relief. One of the key points to consider ...
The Reality of Avoiding Pension Duties
28/08/2018
We may communicate a lot about how essential it is for business owners to comply with auto enrolment duties, but it seems that some people s...
The Impact of the Lifetime Allowance Increase
24/08/2018
Pension holders across the UK received good news this new tax year when the lifetime allowance was increased for the first time in years. On...
Inheritance Tax Receipts Reach Record High
22/08/2018
Inheritance tax is already one of the most challenging financial questions for many of our clients and the landscape is changing. The nil-ra...
Dealing with Finances after a Relationship Breakdown
08/08/2018
While we all want to believe in the happily ever after, statistics show that a high percentage of marriages end in divorce. When we also con...
Not such a Happy Birthday for the NHS
30/07/2018
When it comes to opening gifts on your birthday, there are some that seem good at the outset but quickly lose their shine. We couldn’t hel...