News & Articles
Autumn Statement: Overview of key announcements
30/11/2023
While much-anticipated cuts to inheritance tax and income tax failed to materialise, the Autumn Statement did contain more than 100 measures...
Good to talk: Opening up on the tricky topic of family inheritance
16/11/2023
While sometimes a source of frustration, family can for many people also provide an important source of strength, structure and purpose in l...
Fair share: Prioritising pensions during a divorce
31/10/2023
Whether or not it ranks above moving house or losing your job, there is no doubt that going through a divorce is among the most stressful ex...
Right first time: Three routes into home ownership
12/10/2023
Getting onto the property ladder can be an overwhelming experience.
Aside from the large-scale financial commitment, there are the highs ...
Rising interest: Turning attention to cash strategies in wake of rate hikes
28/09/2023
For a prolonged period, rock-bottom interest rates meant securing returns from money held in current and savings accounts has been a challen...
Legacy planning in the face of rising inheritance tax liabilities
14/09/2023
The idea of passing your wealth to loved ones after you’ve gone seems a relatively simple wish, but it is one that can also come with comp...
Raising the bar: New Consumer Duty rules come into force
29/08/2023
There are very few people working within the UK financial services industry who would not have been aware that 31st July 2023 was a signific...
Mortgage rates: Property ownership in a higher-interest era
08/08/2023
Rising interest rates might have given savers cause for celebration in recent times, but the mood has not necessarily been as positive among...
ISA Overview: Tax-efficient options for savings and investment
18/07/2023
Despite the advance warnings in the media, the Bank of England’s decision to ratchet up the official Bank Rate by half a percentage point ...
Best of both worlds? The growing appeal of semi-retirement
22/06/2023
Until relatively recently, the question of your age of retirement could be met with a relatively straightforward answer. For more than half ...