Financial Advice Blog

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...

Many of us have seen challenging and unexpected changes to our circumstances over the last few months and it’s possible that your financial plans no longer match your lifestyle and needs. Here are some points to remember to help keep you financially fit. Review your...

Retirement is proving to be a distant dream for many Britons, according to recent government figures13 which have revealed a spike in people working in later life. On average, men stopped working at 65.2 in 2020, nearly two years up from 63.3, in 2000. For women, the...

Have your retirement plans been derailed in the past few months? If they have, you’re certainly not alone, as huge swathes of people have unfortunately suffered the same affliction; in fact, nearly one fifth of those aged 50 or over, believe their retirement will be...

The government has confirmed the minimum age at which individuals in the UK can access their private pension will increase to 57 in 2028. Savers who pay into a personal pension directly or one arranged through their workplace, can currently access their money at 55....

Is your child reaching the age of 18? If so, they could be amongst a huge swathe of teenagers set to cash in on their Child Trust Funds for the first time. Set up by the Labour government in 2002, the scheme aimed to encourage parents to save for their children’s...