News & Articles

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 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...
How Much Could You Be Saving with a Relevant Life Policy?
16/07/2018
One of the most essential roles of wealth and asset management advisers on both an individual and corporate level is to identify key ways in...
This Is Why You Need to Create a Will
10/07/2018
The old saying goes that only two things in life are certain – death and taxes – and we like to help our clients reach the best financia...
Retirement Planning for the Self-Employed
04/07/2018
It’s safe to say that auto-enrolment has proven to be a success with Employee Benefits reporting that eligible employees saved a total of ...