Articles

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

Make ISAs part of your financial planning

If you have not used your full annual ISA allowance there are many options available. Don?t forget you can also save for other family members

Brexit – Time to discuss trade arrangements

Now that Brexit is confirmed it is time to start looking at the possible trade arrangements between the UK and the EU that will be

Retirement income – exploring your options

Whether you are managing income in retirement or planning ahead, inflation, State Pension payments and the income options available need to be considered to give

A new year brings financial planning opportunities

Make sure your year end tax planning is complete before your allowances are lost at the end of this tax year. There are many allowances

Staying protected in retirement

In retirement, protection is often overlooked and policies can lapse or company benefits stop. But is there still a need?

Managing investment risk

When markets are experiencing volatility, it can be a human instinct to withdraw investments from market risk and shelter them in a safe haven, but

Saving for retirement – the alternatives to a pension

Retirement savings have for many years been subject to limits, but more people are seeing these limits impact their retirement planning. There are additional ways

How to generate income tax efficiently

Our advisers can build an income strategy, so you can control your tax rate by using the allowances available to generate income in retirement from

Watch Out! – Be alert to scams and fraud

Financial wealth attracts fraudsters and scammers, so we urge our clients to be wary and watch out for suspicious activity when it comes to your

Getting to know the State Pension

The State Pension is a valuable source of guaranteed income, so understanding more about it can really help with your retirement plans.

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
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