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What can we expect in the Budget?
With the government’s first budget set for 11 March, we wanted to take a look at some of the main measures that are expected to be...
What are the proposed changes to IHT for siblings?
At the moment, only those who are married or who are registered civil partners are exempt from paying inheritance tax (IHT) on money or...
What’s happening to the tapered annual allowance?
There has been much talk in the financial press recently of proposed changes to the threshold for the tapered annual allowance from...
The link between human behaviour and investing
Financial planning… Isn’t that based on cold, hard facts and scientific reasoning? Surely feelings and emotions don’t have much to do...
Understanding Active vs Passive investment strategies
The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled...
When life means life
Some people object to insurance on the principle that it may not provide any tangible benefits: an insurance policy only pays out if the...
Why Directors and Business Owners Fail to Plan their Retirement
Company directors and owners of SMEs make plans and do forecasts all the time. Cash flow forecasts, SWOT analyses, plans for renewals and...
What does the election result mean for your finances?
With the Conservative’s having won their largest majority since 1987, we thought now would be a good time to reflect on some of the...
Ready for the end of the tax year?
The tax year will end on April 5th. Are you confident that you have made appropriate preparations and maximised your tax allowances? Here...
What does the governor of the Bank of England do?
With the 121st governor of the Bank of England, Andrew Bailey, set to take over on 16th March this year, we wanted to take a look at one...
New year, new decade, new approach to your finances?
You may have already made some New Year’s resolutions regarding healthy eating and exercise but could your finances do with slimming down...
Key steps to maximise your allowances before the end of the tax year
The tax year will be coming to an end on 5th April. With that deadline in mind, we wanted to remind our clients of all the allowances...
What can go wrong with the Bank of Mum and Dad?
Being part of the sixth largest lender in the whole of the UK can be a challenge. Especially when you’re completely unregulated and...
What’s in a number? Is 70 the new 65?
When do you become classed as elderly? Or are you as simply as old as you feel? Research from the Office for National Statistics has...
Six Tips to beat Christmas Credit Card Blues
Ask most people to guess at the most depressing day of the year and they might choose the day they go back to work after the summer...
Can I afford to retire?
Retirement has often been described as “the longest holiday of your life.” But attractive as that sounds, can you afford to pay for the...
The 62 per cent income tax trap
Paying tax is a necessary part of earning income and being part of a society. That is accepted. But while you may have thought that the...
Off for some winter sun? 7 top tips to get the best deal on your holiday money
With the dark nights drawing in and the weather getting colder, you may be tempted to head off to sunnier climes. But while you may get a...
Is inheritance tax for the chop?
Inheritance tax is deeply unpopular, there’s no denying it. According to a 2015 YouGov poll, 59 per cent of the population think it’s...
Financial Planning in your fifties, sixties and seventies
It’s easy to assume that all the major changes in life – finding a job, marriage, a family – take place in the early years. In fact there...
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