News & Articles

Protect your Finances after Dementia Diagnosis
09/10/2018
They say that growing up is hard to do but growing old is pretty tough as well. While health concerns, loneliness and other emotional and ph...
Which ISA is right for you?
05/10/2018
ISAs are a common feature of many strong financial planning and investment portfolios. However, many people initially struggle with understa...
The Tax Break Opportunity You May Never Have Heard Of
02/10/2018
It’s safe to say that none of us likes paying tax. There’s always that sinking feeling when you receive your payslip and the taxman take...
The Pros and Cons of Joint Finances
28/09/2018
For any of us in a long-term relationship – married or otherwise - there comes a point when we must consider the practical aspect of our p...
Downsizing to get your Grandchildren on the Property Ladder: The Facts
22/09/2018
Here’s a question for the grandparents reading this post. Would you downsize to help your grandchildren get onto the property ladder? T...
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 ...