Articles

With the end of the tax year approaching, there are some great opportunities to use the allowances available. Contact us or your Origen adviser soon,

Over recent months we have seen rising inflation and the Bank of England respond with base rate increases. Rising inflation impacts financial planning, but we

Our advisers can help you to assess how much income you need in retirement and review whether you are on track to meet your expectations.

A new year means that you have only a short time before the end of the tax year. There are allowances and opportunities available and

As the 31 January deadline approaches for submitting your online Self Assessment tax return for tax year 2020-21, we provide guidance to help you to

Cash is important in a portfolio, but there are risks of being too reliant on cash savings at a time of rising inflation and low

We reflect on government proposals to change minimum pension age from age 55 to age 57 and also State Pension age increases and how these

The issue of social care has been overlooked by many governments, but we assess how recent announcements and changes impact financial planning for long term

Tax relief is a valuable incentive for saving for retirement. Jamie Tough explains the value of basic rate tax relief, but if you are a

Prior to October’s Budget, David Hands looks at the signals coming from the Office of Budget Responsibility. Not surprisingly, the government is tightening its belt.

Individual Savings Accounts (ISAs) are commonplace amongst financial planning – but are you using the allowance effectively? ISAs and other allowances, including Child Trust Funds,

Retirement planning is most effective with a clear view of the income required and identifying the shortfall that financial plans need to meet. Our advisers

Long term care is a growing area of financial planning. There are limits for State support, but our advisers can help you and your family

During the pandemic many have faced lower outgoings due to the restrictions, with no holidays or reduced travel costs, which has allowed some to make

Many people have set up a power of attorney, but in this article we highlight the need to review these arrangements or take care when