Reading Time: 3 minutes As it’s Volunteers’ Week, we thought we’d explore some volunteering activities for retirees. Whether you are retired or about to retire, becoming a volunteer is a great way to give…

Reading Time: 3 minutes Sadly, we are seeing a rise in sophisticated financial scams. If you fall victim, you are unlikely to get your money back. So, how can you avoid fraud and tax…

Reading Time: 4 minutes It’s Mental Health Awareness Week, which runs until Sunday 21 May, and this year’s theme is “anxiety”. The current steep rise in the cost of living has increased many people’s…

Reading Time: 3 minutes Congratulations, you’re a lottery winner! Whether it’s a few thousand or you’ve won the jackpot, it’s worth knowing what to do if you win the lottery in the UK. Coined…

Reading Time: 3 minutes This month’s royal coronation has inspired us to think about the financial planning lessons we can learn from King Charles III. Everyone should be thinking about investing for the future;…

Reading Time: 3 minutes Over recent years, the financial planning world hasn’t had much reason to recommend annuities. But this has changed following a series of interest rate increases since the Budget last October….

Reading Time: 3 minutes Saturday 22 April is Earth Day and this year’s theme is ‘Invest in our Planet’. The aim of this campaign is to engage governments, businesses and organisations to be more…

Reading Time: 3 minutes There are many reasons why you may be underpaid your state pension. Usually, this will be because you haven’t made enough National Insurance (NI) contributions. So, how do you find…

Reading Time: 3 minutes For many of us, Easter marks the change in season to spring. After you have devoured all those chocolate eggs, it’s a great time of year to not only put…

Reading Time: 3 minutes There are so many misconceptions around protection. In general, public opinion on the insurance industry is often negative, despite the positive safeguarding benefits for families. Protection is always a sensitive…

Reading Time: 5 minutes On 15th March, the government announced the Spring Budget 2023, with some major statements made by the Chancellor of the Exchequer, Jeremy Hunt. The budget comes with the UK still…

Reading Time: 3 minutes Over the past few years, there’s been an increase in people buying electric vehicles, or EVs as they’re also known. But do these types of vehicles still offer tax relief…

Reading Time: 3 minutes 7 Ideas for ecotourism holidays Nowadays, an increasing number of people are opting for ecotourism holidays, where their travel has less impact on the environment. Climate change is an urgent…

Reading Time: 3 minutes A financial plan gives you the knowledge you need to make important decisions about your life, while a stable cash flow will enable you to achieve your plans. So how…

Reading Time: 3 minutes In 2022 rising inflation led the government to increase national insurance by 1.25% and raise the threshold to match the income tax threshold at £12,570. So, planning for the new…

Reading Time: 3 minutes Have you recently inherited a large sum of money? 2022 was a record-breaking year for inheritance tax. So, if you need inheritance money advice, then it’s more important than ever…

Reading Time: 3 minutes When it comes to managing your financial matters, some focused planning will help you achieve the lifestyle and future you desire. So, what does financial planning cover exactly? Let’s take…

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…

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…

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…