News & Articles
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 ...
Income protection: Shielding yourself from the financial impact of poor health
06/06/2023
On 6 May 2023, more than three years after the outbreak of the pandemic, World Health Organization Director-General Tedros Ghebreyesus annou...
Retirement planning: Mind your National Insurance gaps
19/05/2023
Among the milestones that define your later years, reaching pensionable age is one of the most significant.
For those who have not alread...
Mind the advice gap: Why not all financial advice is the same
27/04/2023
Whether it’s borrowing a large sum to support a house purchase or putting enough money away to support your retirement, life is full of bi...
Capital gains and dividend income: Tax-year end heralds reduction in annual allowances
29/03/2023
The end of the tax year on 5 April is a date etched into many people’s minds. With annual tax allowances reset the following day, this har...
Tax-year end: An essential overview of pension allowances
23/02/2023
Just as the end-of-January self-assessment deadline fades from view, another date in the HMRC calendar comes hurtling into focus: the end of...
Family matters: Generous ways to support younger generations
07/02/2023
Turning to older generations for financial support is not a new phenomenon. However, there is evidence that the current cost-of-living crisi...
Family matters: Grandparents step up financial support in cost-of-living crisis
16/01/2023
Whether we’re struggling with an issue related to our health, wealth or happiness, in times of crisis, our loved ones are typically the fi...
Autumn Statement 2022: A summary of key changes
08/12/2022
Context, they say, is everything. It was certainly at the forefront of Chancellor Jeremy Hunt’s mind when he delivered the Autumn Statemen...