News & Articles

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 ...
The Question of Remortgaging
28/06/2018
It’s safe to say that 2018 has been a year of ups and downs within the housing market. While activity in general has been fairly subdued, ...
Learning More about Pension Scams
14/06/2018
If you’ve ever fallen victim to a financial scam, then you’ll know the feelings of shock, fear, anger and despair associated with such a...
GDPR The Essentials
05/06/2018
Chances are, you’ve had your email inbox flooded over the past couple of weeks with companies asking whether you wish to opt-in and contin...