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

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?

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.
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