Reading Time: < 1 minute If you have children to look after and your total income is above £50,000, then you’re probably missing out on valuable child benefit. But, with the right financial planning, and…

Reading Time: 3 minutes No one could have predicted the events of 2020 so far, but we don’t need a crystal ball to know that COVID-19 will have a lasting impact beyond lockdown. As…

Reading Time: 3 minutes Looking to retire, already retired, receiving a lump sum, selling a business, or even just wanting to reorganise your finances to put you in a better position to reach your…

Reading Time: 4 minutes The theme for Mental Health Awareness week 2020 is kindness, and there hasn’t been a more important time than now to be kind to ourselves and those around us. Most…

Reading Time: < 1 minute Over the past couple of months, we have received lots of questions about the impact of coronavirus. In particular, we had a number of retired clients get in touch to…

Reading Time: 3 minutes Despite the Coronavirus pandemic highlighting the kindness of many people across the UK, it has sadly also brought criminals into the spotlight. Fraudulent activity has increased significantly, with scammers exploiting…

Reading Time: 3 minutes If you’re an entrepreneur, then you’ll have to think about selling your business at some point. However, this doesn’t happen overnight; you plan your exit strategy well in advance. Taking…

Reading Time: < 1 minute We’ve received quite a few questions about investing, following the recent market reaction to everything that is going on in the world. So, we’ve put together a series of ‘your…

Reading Time: 4 minutes Now that we’re all familiarising ourselves with the virtual world, the question is: are you using the right tech to help you manage your finances? With most of us opting…

Reading Time: 3 minutes Sustainability continues to move up the political, social and world agenda. As we stay home more, the positive impact on the environment only continues to increase, highlighting the importance of…

Reading Time: 2 minutes On Friday 27th March 2020, The Pensions Regulator published guidance allowing Defined Benefit (DB) schemes to delay transfer requests by up to three months. Why is there a ‘DB transfer…

Reading Time: 2 minutes Around 20% of the global population is now in lockdown. Life as we knew it has changed significantly and we’re all having to adapt to the new ‘normal’. We’re sure,…

Reading Time: 3 minutes To clarify what ethical investing is, we’ll start by establishing what it isn’t. In this article, we’ll be addressing the ten most common myths of ethical investing. There has been…

Reading Time: 3 minutes With the tax year ending soon, it’s time to start thinking about your new tax year resolutions. This is the perfect opportunity to organise your finances to make the most…

Reading Time: 4 minutes We’re all facing a challenging time at the moment, and the uncertainty is likely to be making people feel a bit anxious or uneasy. So it’s vital to remember that,…

Reading Time: 4 minutes I want to personally reach out during this difficult time when we are facing so many challenges and changes as a result of Coronavirus. I am mindful that in what…

Reading Time: 4 minutes On Wednesday 11th March 2020, the newly appointed chancellor, Rishi Sunak, stood up to deliver the first Budget of Boris Johnson’s majority government. As expected, the first issue addressed by…

Reading Time: 3 minutes Inheritance planning can often conjure up a mix of emotions. It’s a difficult topic to think about, let alone discuss. First things first, we recommend that you take a step…

Reading Time: 3 minutes With it being International Women’s Day this Sunday, we decided to revisit the very topical gender inequality issue, specifically looking at the gender advice gap. Tina Winter spoke recently about…

Reading Time: 3 minutes Financial fraud continues to pose a significant threat to UK consumers. According to UK Finance, in 2018 alone, a total of £1.2 billion was lost to scams and fraud. But…