Articles

Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.

Have you lost track of your pension pots?

With over 2.8 million UK pension pots worth £26.6 billion remaining unclaimed, Stuart Allen, Advice Centre Manager, Farnborough, explains how you can track down your

October Budget – reduce the impact of tax increases

The Chancellor has confirmed that tax rises are extremely likely at the 30 October Budget, which may impact valuable tax allowances. With some of these changes

Plan ahead to protect more of your wealth

As you get older, it’s important to organise your estate so that more of your hard-earned wealth is passed on to your loved ones tax

Market Review – July 2024

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

How can you boost your pension savings?

Research shows there is a significant gap between people’s desired pension savings and their actual savings at retirement. Hugh Austin, Private Client Adviser, offers some

Are you holding too much in cash?

With the expectation of reducing interest rates, we discuss the risk of holding too much cash in your portfolio versus longer-term investments.

Market Review – May 2024

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Market Review – April 2024

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

How can you protect your family’s lifestyle?

We explain how you can financially protect yourself and your family and safeguard the wealth you have built up over the years.

What does the rest of 2024 look like?

As we move through 2024, Richard Wallis discusses reasons for both optimism and caution, highlighting some key market and economic insights.

Reduce your IHT bill by making lifetime gifts

Graeme Wolfe discusses how gifting can help you to pass on more wealth tax efficiently by reducing the value of your estate.

Market Review – March 2024

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Market Review – February 2024

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Retirement just got more expensive

Research by the Pensions and Lifetime Savings Association reveals retirees now need substantially more income in retirement. We discuss how you can ensure you have

Market Review – January 2024

We reflect on the recent performance of global markets and picks out some key economic and financial dates.
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