fbpx

News

View our latest news stories here.

Uncategorized
September 2020
Navigating the financial impact of COVID-19
Uncategorized
September 2020
How people’s physical health and financial well-being are being affected Needless to say, coronavirus (COVID-19) has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health but also their financial well-being. Research highlights how the finances of the UK’s households have been affected by the coronavirus outbreak[1]. Read full article
Uncategorized
September 2019
Making a Will
Uncategorized
September 2019
  Secure more of your wealth for your loved ones If a person wants to be sure their wishes will be met after they die, then it’s important to have a Will. A Will is the only way to make sure savings and possessions forming an estate go to the people and causes that the person cares about. Unmarried partners, including same-sex couples who don’t have a registered civil partnership, have no right to inherit if there is no Will. Another of the main reasons for drawing up a Will is to mitigate a potential Inheritance Tax liability. Read full article
Uncategorized
March 2019
Your ISA, your future
Uncategorized
March 2019
Time to reimagine how to invest more tax-efficiently? Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2018/19 is £20,000, and anyone wishing to utilise their allowance should do so before the deadline at midnight on Friday 5 April 2019. Read full article
Uncategorized
March 2019
Brexit – what next?
Uncategorized
March 2019
Unintended consequences At the time of writing this article, the UK Government is still in negotiations with the European Union over the terms of its planned withdrawal on 29 March 2019. Read full article
Uncategorized
March 2019
Safeguarding your wealth for future generations
Uncategorized
March 2019
Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. But for many of us, there can be a remarkable gap between our intentions and our actions. Read full article
Uncategorized
March 2019
The time is now
Uncategorized
March 2019
A much needed boost to the nation’s savings A million more women in their 20s could be saving adequately for retirement if they were able to access emergency cash from their pension, according to new research[1]. The latest Women & Retirement report highlights that the current lack of flexibility in pensions is a barrier to saving and that introducing the ability to access funds for unexpected bills could provide a much-needed boost to the nation’s savings. Read full article
Uncategorized
March 2019
Financial freedom
Uncategorized
March 2019
Experiencing a golden age without money worries Saving enough during our working life will not just give us freedom to manage our finances more flexibly, but it will also help us to secure a more comfortable lifestyle in retirement. Even though the baby boomers (the generation born between 1946 and 1964) are better off than any other generation, according to a new report[1], one in three (33%) people nearing retirement in this age demographic still don’t feel confident they’ll have enough funds to live on[2]. Read full article
Uncategorized
March 2019
Spring into action
Uncategorized
March 2019
Taking a closer look at what you’re spending as a family can help make significant savings It will not be too long before spring is finally upon us, and those winter months (even though we’ve had a really mild winter) will start to become a distant memory. But with spring comes a new tax year – the 2019/20 tax year is just around the corner. Read full article
Uncategorized
March 2019
Tax action
Uncategorized
March 2019
Getting your tax affairs in order before 5 April This time of year is your last chance to get your tax affairs in order before the end of the 2018/19 tax year. We’ve provided a summary of some key tax and financial planning areas which may be appropriate to certain taxpayers and should be considered prior to the end of the tax year on Friday 5 April 2019. Read full article
Uncategorized
March 2019
Breaking up is hard to do!
Uncategorized
March 2019
How much money will you will need to live on later in life? Divorce is undoubtedly one of the most difficult subjects to talk about. When relationships come to an end, there are so many things to consider – children, home and support are naturally the first things you would focus on. In fact, when you begin the process of separating a shared life, the sheer number of things to deal with can seem very daunting. And the cost of divorce can have a lasting impact on your plans for later in life. Read full article

test.