News & Articles
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 ...
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...