Financial News
We update you with what’s happening in finance and how it affects you.
How much do I need to save for retirement?
Ensure your money works effectively to enjoy retirement on your own terms How you invest in your 50s could significantly impact your quality of life
Britain’s biggest pension taxpayers
How to make sure you avoid becoming one Since 2015, individuals over the age of 55 with defined contribution (DC) pension pots have enjoyed full
Placing assets into a Trust
Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control
Financial protection
Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their
Ways to reduce a Capital Gains Tax liability
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account
Investing a lump sum
Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance,
The importance of drafting a Will
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such
Quarter of retirees financially struggling despite paying off mortgage
Urgent need for effective financial strategies and support systems to ensure a dignified and secure retirement According to a new study[1], around 21% of retirees
Financial planning conversations you need to have
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are