Financial Advice Blog

As 2026 gets underway, now is a good time to review your life insurance. It may not be the flashiest New Year's resolution, but the right cover can provide peace of mind – and may even help reduce Inheritance Tax (IHT) liabilities.Why it mattersWith the IHT threshold...

A new year is the perfect moment for a financial reset. Where are you on your journey and how confident do you feel about the year ahead? Having a clear plan can help you move forward with purpose and peace of mind.What drives your financial choices?Research shows...

As the 2025/26 tax year draws to a close, now is the perfect time to take stock and make sure you're maximising your tax-efficient opportunities before the new financial year begins on 6 April 2026. A little planning now can go a long way. Here are some key areas to...

Inheritance Tax (IHT) receipts show little sign of easing, with HM Revenue & Customs figures confirming continued growth. Between April and September 2025, IHT revenues reached £4.4bn – around £100m more than the same period in 2024, a rise of 2.3%. If this trend...

More people are rethinking what retirement looks like. Instead of a 'hard stop,' many are choosing a more gradual, flexible transition. In fact, a recent study showed fewer than one in four UK workers expect to give up work entirely when they reach retirement age....

With a series of tax and spending measures estimated to raise an extra £26bn a year in taxes by 2029/30, what does the Budget mean for you and your finances?While immediate changes are limited, as Helen Miller, Director of the Institute for Fiscal Studies (IFS) said,...