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Securing an income stream for the rest of your life
Deciding what to do with your pension fund can be a complex decision Are you approaching retirement age and have a pension fund that you...


I have a Will, so why do I need a Lasting Power of Attorney?
Making decisions in relation to your financial affairs, health and welfare It is critical to consider the potential consequences of not...


Investment growth and a guaranteed pension
Having trouble deciding between the two, there's no need to choose just one? Are you struggling to decide what to do with your pension...


Passing on assets tax-efficiently
How to ensure that your wealth is preserved for future generations Are you concerned about the impact of Inheritance Tax (IHT) on your...


Principles of growing your money
Investing could help you beat inflation and build a nest egg for the future Investing can be an intimidating and complex topic, but it...


Giving while living
What will your legacy look like? April brought a host of changes to the UK’s tax regime, with some thresholds for taxes such as...


Mind the State Pension gap
Knowing how much you’ll receive is vital for planning your future finances The State Pension age is set to rise to 67 by 2028, followed...


Retirement planning
Your wealth. Your legacy It goes without saying that there’s no time like the present to kick-start your retirement planning. The earlier...


Financial bliss!
Money and finances are often a common source of disagreement and stress When you get married, or cohabit, you are not just blending your...


Insurance that works while you can’t
2.5 million Britons lose at least £23,126 a year due to long-term illness Losing your job due to an illness or injury could have serious...


Financial security and freedom
Rising prices add almost 20% to ‘minimum’ cost of retirement Despite the slow economic recovery, many retirees trying to maintain a basic...


Rising prices can wipeyears off retirement pots
How to protect your pension income against inflationary pressures For anyone feeling the effects of rising inflation rates, it’s...


Goals don’t just happen, you have to plan for them
How professional financial advice benefits both you and your family When it comes to managing your finances, the wealth of resources now...


Getting your affairs in order
Where do you want your wealth to go? Getting your affairs in order for when you pass away can bring real peace of mind as you get older....


Future generations
Passing on money securely, and efficiently, to those you love and the causes you cherish Preserving wealth for future generations is an...


Ins and outs of CGT
Ways to potentially reduce your Capital Gains Tax liability Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from...


Inflationary impact on finances
Consider other options to make your money work harder Financial planning is a journey that spans your entire lifetime and it centres...


Impact on climate change
Nearly two-thirds of people in the UK more concerned about climate change The impacts of climate change have been increasingly felt...


Tracing old and lost pensions
Nearly half of pension holders have lost track of some of their pension pots The lost pensions challenge in the UK has grown...


No ‘one-size-fits-all’ protection solution
Helping you feel confident your family’s finances are secure With a New Year comes resolutions. Everyone should make a resolution to...
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