News

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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Protecting your digital legacy Protecting your digital legacy

Reading Time: 3 minutes When you lose a loved one, you and your family may either want or need to access their digital accounts. Of course, protecting your digital legacy is important for financial…

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Mini-Budget Mini-Budget September 2022

Reading Time: 4 minutes After the UK had been crying out for help, on 23rd September 2022, the new chancellor Kwasi Kwarteng said that “help is indeed coming” in the mini-budget announced in the…

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10 idea for retirement 10 Ideas for retirement plans

Reading Time: 3 minutes Whether you’re about to retire, semi-retire, or simply looking ahead, people often have very different ideas when it comes to their retirement plans. Some people prefer to travel, while others…

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Common adviser questions 5 Common questions for financial advisers

Reading Time: 3 minutes In general, most people find financial matters a little complicated. Many also forget to factor in the impact of certain life events that could affect their future plans. Let’s look…

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protect savings in cost of living crisis Protecting savings in the cost of living crisis

Reading Time: 3 minutes Protecting savings in the current cost-of-living crisis is starting to impact those who’ve never had to think about their daily spending before. Many people are having to dip into their…

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Receiving an inheritance Receiving an inheritance at different ages

Reading Time: 3 minutes According to a report in Your Mortgage, 11.6 million people in the UK have received an inheritance in the last 10 years. Whether it’s expected or not, receiving an inheritance at…

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electric vehicle Buying an electric car or EV

Reading Time: 3 minutes Buying an electric car, or EVs as they’re known, could save you money in the long run and reduce your carbon footprint. Every day in the UK, we see big…

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Underpaid State Pension Have you been underpaid your State Pension?

Reading Time: 3 minutes It’s thought that 237,000 women are likely to have been underpaid their state pension at an estimated average of £8,900. The Department for Work and Pensions (DWP) is currently reviewing…

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