Author: Rebecca Aldridge

Combining holidays and hobbies Combining hobbies with holidays

Reading Time: 3 minutes Are you looking for interesting holiday ideas this year? Combining hobbies with holidays is one way to enjoy some quality time. We share some ideas where you can enjoy your…

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Busting financial acronyms Our guide to busting financial acronyms

Reading Time: 3 minutes Do you know the difference between a SIPP and a SSAS? We like to talk to our clients in an easy-to-understand, non-jargon way, but many financial terms still need to…

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Appointing the right executors and attorneys Appointing the right executors and attorneys

Reading Time: 3 minutes When it comes to making a Will or arranging Lasting Powers of Attorney, appointing the right executors and attorneys is important. These roles involve controlling your estate and assets and…

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Living abroad as a part-time expat Living abroad as a part-time expat

Reading Time: 3 minutes Do you dream of moving overseas for a few months each year to enjoy warmer climes? Living abroad as a part-time expat is becoming an increasingly popular option for retirees…

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How to pay for financial advice How to pay for financial planning advice

Reading Time: 3 minutes Have you thought about getting financial advice, but you’re unsure if you can afford it? We look at how you can pay for financial planning advice without dipping into your…

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10 ways to reduce your tax bill 10 Ways to reduce your tax bill

Reading Time: 3 minutes Everyone has to pay taxes, but there are ways to reduce your tax bill if you know which allowances apply to you and your situation. Various tax allowances are available…

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Unretiring: Thinking of going back to work Unretiring: Thinking of going back to work?

Reading Time: 3 minutes Are you retired but thinking of going back to work? Unretiring is becoming increasingly common. There are lots of different reasons why some people decide to return to employment or…

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Protection the value of peace of buying peace of mind Protection: The value of buying peace of mind

Reading Time: 3 minutes Most people focus on savings, pensions, and investments when it comes to their financial planning, and protection can sometimes be overlooked. But what is the real value of buying peace…

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Business relief Business Relief: missing Will clause

Reading Time: 3 minutes When it comes to inheritance planning, many people are unaware there’s a missing Will clause in relation to business relief. We share some facts and a simple guide to help…

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Autumn Statement 2022 Autumn Statement 2022: What it means for you

Reading Time: 4 minutes Finally, today the government announced the long-awaited Autumn Statement 2022, but as expected, Jeremy Hunt has had to make significant changes to tax and spending to address the current cost-of-living…

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Boost your wellbeing Boost your wellbeing this Autumn

Reading Time: 3 minutes When the clocks change and the days get darker and colder, our motivation levels tend to drop. So, how can you boost your wellbeing this autumn? While our focus is…

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Prepare for difficult moments How to prepare for difficult moments

Reading Time: 3 minutes Asides from the current cost-of-living crisis, life tends to bring different problems, which could also affect our finances, such as the loss of a loved one through death or divorce….

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chancellor's latest statement The chancellor’s latest statement

Reading Time: 3 minutes Following Kwasi Kwarteng’s ‘growth’ plan, the UK economy did anything but. In a bid to calm the economy and markets down, he brought forward the budget and economic update to…

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Financial planning myths 6 Common myths about financial planning

Reading Time: 3 minutes There’s a lot of misinformation about personal finance and unhelpful, random advice that people think is the right course of action. So, we thought we would dispel some common myths…

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Fixed Fees for Financial Planning Fixed fees for financial planning

Reading Time: 3 minutes How do fixed fees for financial planning work? Unlike many financial advisers, we do not charge a percentage of your wealth. We don’t believe it’s fair to charge someone ten…

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