Brexit – what next?
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. As we’ve been constantly hearing over the past few years in the media, Brexit uncertainty is affecting...
Keeping it in the family
Careful planning can reduce or even eliminate the Inheritance Tax payable. Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning...
Think pensions are only for ‘older’ people?
Make the most of the early years and maximise from the power of compounding Retirement might seem a long way off, so it’s easy to understand why saving for retirement isn’t a priority in your 20s – a decade when advancing your career, not planning for the end of it,...
Boosting women’s pension 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 a new report[1]. The latest Women & Retirement report highlights that the current lack of flexibility in...
Plan, prepare…Making new year’s tax saving resolutions
At this time of year, we think about New Year’s resolutions, and it’s also a good time to start planning our tax affairs before the end of the tax year on 5 April. As you think about 2019 and your goals for the coming year, we can help to start you off on the right...
Self-employed finances
Looming pension saving crisis on the horizon The number of people running their own businesses has soared since the financial crisis, with a significant number being set up by someone aged over 50. But an unhealthy number of self-employed workers in the UK do not...
Introducing the new Loyalty Scheme
“Your most unhappy customers are the greatest source of learning” – Bill Gates From recent feedback from our clients we implemented a new weekly review system, as we appreciate that waiting for updates from providers can often cause unnecessary...
Festive gifts & building wealth for a solid financial future
As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money. Many children have hundreds of pounds spent...