News and Events

27 January 2022

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Tuesday 5 April 2022 marks the end of the tax year. Make sure you use your current tax allowances and reliefs, which can help secure your long-term financial plans.

Following on our Budget Highlights article yesterday we have dug a little deeper into the Chancellor's Autumn Budget announcement.

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

Our latest newsletter highlights the importance of understanding inheritance tax, demystifies ethical investing and celebrates a number of staff promotions with our team.

We take a look at the options and also the misconceptions around ethical investing.

Inheritance Tax (IHT), once only the bane of the wealthiest, is now a charge that affects a wide cross-section of society. In this article we try to shed light on some of the complex rules surrounding IHT.

In this webinar we will explain, using some some simple software, how easy planning for the future can be.

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…