Financial Advice Blog

Pension savers have long been a target for fraudsters, with high returns for successful scams: the FCA says that pension scam victims lose an average of £82,000. The situation has worsened during lockdown, with research5 indicating that 64% of pension transfers are...

There’s still time to use your ISA allowance Lockdown life may have left you with a bit of extra cash, if so, why not take the opportunity to make some tax-efficient savings and investments? The end of the tax year (5 April) will soon be upon us, so if you would like...

2020 was a year of financial fragility, plagued with money worries for many people, and research suggests that our children are picking up on our anxiety. According to a monthly study of children’s mental health during the pandemic, those from low-income families...

It’s cold and gloomy, and we’re enduring another lockdown – but don’t despair. Spring is just around the corner, so before it arrives, why not get proactive and knuckle down on your finances? The end of the tax year (5 April) will be here before you know it, making...

A handy tip to make retirement saving a little easier Even before the pandemic, high living costs and debt meant that many people found contributing much to their pension pots challenging Now, with rising unemployment and an uncertain economy, it’s unsurprising that...

IHT receipts fall for the first time since 2009 Following a decade of steadily increasing Inheritance Tax (IHT) receipts, the amount of IHT collected over the 2019/2020 tax year fell for the first time since 2009. HMRC data reveals that IHT receipts fell by 4%, or...