Financial Advice Blog

Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide you with peace of mind about your future too. Over the last few months,...

While growing wealth is often an important part of a financial plan, understanding how you can use your money to reach goals and improve your wellbeing is crucial. It could help you get the most out of your wealth and lead to a more fulfilling life. This guide offers...

Despite concerns the UK will face a recession in 2023, the FTSE 100 hit a record high in February. Read on to find out what influenced the market and the valuable lesson investors can take from the news. The FTSE 100 is an index comprised of the 100 largest companies...

Demand for larger properties and rising prices mean more homes than ever are worth £1 million or more. For some, it could mean their estate is unexpectedly liable for Inheritance Tax (IHT). According to Savills, 1 in every 40 homes is now valued at £1 million or more...

The new tax year has only just started. Yet, making the most of your allowances now, rather than waiting until March 2024, could make sense. Read on to find out why. When a new tax year starts on 6 April, many allowances reset, such as the: ISA allowance Pension...

The benefits of having a will in place are well-documented, although if you don’t have a will, or haven’t updated it in some time, you’re not alone. A recent survey from MoneyAge has found that 51% of adults in the UK currently don’t have a will in place. Of those...