Articles
Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.
Are you aware of your State Benefits?
There are many different Benefits that can be claimed, however when we speak with clients many are unaware of the range of State Benefits that
The gift of financial independence
How can parents and grandparents help the next generation to manage financially in their lives? You can support in many ways by helping with student
Challenge of a lifetime
Saving for retirement is a key part of financial planning, but the Lifetime Allowance is impacting more people when they start to take their retirement
Supporting the next generation at work
Many retired clients may have had one or only a few employers, but what financial planning needs do contractors or freelancers need to consider if
Origen celebrates latest award wins
We are delighted to announce our latest awards for 2019, in recognition of our excellent service and putting clients at the heart of what we
Financial Advice for Women
Research suggests that men are three times more likely to seek financial advice at retirement than women. Some of the key barriers to women investing
Fund Suspensions – What can we learn from the Woodford Equity Income Fund?
We look at what has happened to the Woodford Equity Income Fund and whether other funds could also be at risk of suffering the same
Long term care – are you prepared?
As we are tending to live longer, many more people need long term care. Sensible financial planning can help you to be prepared for these
Preserving your wealth with a family trust
In April, we shared some financial planning tips on making gifts to tackle Inheritance Tax (IHT) liabilities, but many clients have higher value illiquid assets
The value of forward planning and regular reviews
When you save over a longer term horizon, investment objectives can be more realistic and achievable. Mike Wallis demonstrates that regular reviews are a key
Where to put your money – ISAs v Pensions
We may help many of our clients with savings and retirement planning. Natasha Nair compares the benefits of ISAs and pensions depending on your financial
Retirement income – Be prepared for all possibilities
How can modelling and planning tools help you make informed choices about your retirement income, taking account of your long term needs.
Inheritance Tax – How much are you worth?
Many people underestimate the value of their assets and therefore do not consider the needs of estate planning. Find out what actions should be considered
Budgeting – The foundations for financial planning
Taking the time to review your financial situation can really save you money and give you greater freedom and control to save for your future.
Make the most of your tax allowances
Each tax year, there are several tax allowances available which can be used to make the most of your financial plans. Unused allowances can be
