Articles
Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.
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
Making the most of pension freedoms
Since the introduction of pension freedoms in 2015, you can access your retirement savings in full from age 55. £6.7 billion was withdrawn from pension
Second properties – friend or foe?
Over 11 million UK residents have to complete their Self-Assessment tax return for the 2017/18 tax year by 31st January 2019. For many, the need
The value of staying invested
When markets are experiencing volatility, it can be a human instinct to gather your investments and withdraw them from investment risk and shelter them into
Using your powers responsibly
Being given the responsibility to act as an attorney to manage the financial or health affairs of another person can be a considerable task and
MIFID II – A clearer view on charges
We always aim to be clear and transparent about our charges. New regulations that have been introduced will provide further clarity on the fees and
