Articles

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

A happy and secure retirement

As the State Pension Age is now 66, Tom Bradshaw considers some of the support available and additional benefits which can help to boost income

Is Capital Gains Tax part of your financial planning?

With growing strains on income, Tim Neilson looks at how investment gains can be used to increase income without being subject to tax by using

Are you using your ISA allowance?

With the attractive tax allowances for ISAs, Michael Ainsworth looks at recent information about ISAs and encourages investors to review their existing ISA investments.

Dividends – Feeling the pinch

The pandemic has seen regular dividend payments from many businesses either cancelled or cut. Barry Crawford looks at the impact on using investment funds for

Trusts or Funds – Exploring investment options

The financial options available to investors are widespread. Keith Harrison guides you through the main differences between investment trust and investment funds.

A problem shared is a problem halved

Financial planning as a family can be difficult to start. Martin Banerjee looks at some of the possible benefits of open family discussions for family

Repairing your pension pot

Recent market downturns have had an impact on retirement planning. We can help clients to review their plans, whether they are in retirement, approaching retirement

The value of Trusts

Trusts are a key part of financial planning for preserving wealth and providing for chosen beneficiaries. We provide an overview of Trusts and some options

The financial cost of coronavirus

Many people’s finances have been hit by the pandemic, but the government are providing some support. Although there is support available, the pandemic highlights the

How to stay active

As we adapt to the easing of lockdown measures, many of us are still limiting our day to day activity. Here are some valuable tips

Saving for children

Children born between 1 September 2002 and 2 January 2011 became entitled to a government payment. After government payments to Child Trust Funds (CTF) stopped

Keeping within pension contribution limits

The annual allowance sets your tax efficient limit for pension contributions. For the highest earners, the annual allowance could be further reduced. If you have

The need for a Will

Without a Will, intestacy rules will determine how your estate is distributed. Having a Will can help you provide for beneficiaries and it is also

Looking after yourself

The Stay at Home requirements change our routine and can cause some uncertainty and anxiety. We share some tips to help you and your family

The impact on dividends

Dividends are a valuable source of income and investment growth. But how will the coronavirus pandemic impact the outlook for company dividends?
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