News

We like to keep our clients up to date on financial news, providing thought-provoking articles as well as useful hints and tips for managing your finances. If you would like to receive our articles directly to your inbox, please complete the form below to receive our bi-monthly newsletter.

The equity release drawdown essentials you need to know

Unlocking the equity that’s tied up in your home could provide a welcome boost to your finances and allow you to enjoy your later years. While many people choose to take a lump sum from their home, a drawdown plan might better suit your needs. According to data released by the Equity Release Council in

Why the Labour government could reform the State Pension and what it means for you

Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in July 2025. While scrapping the State Pension may not be on the cards yet, there are suggestions that significant changes, which may affect your retirement, could be introduced. In 2025/26, the full new

3 ways behavioural bias could affect your approach to estate planning

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets out how your assets will be managed during your lifetime and distributed after your death. It might include writing a will or creating a trust to provide for young children.

Planning for care: How to set out your wishes

Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to set out what your wishes would be. Over the last few months, you’ve read about why preparing a care plan is important and the potential costs of funding care later in

Newer 1 2 3 4 … 74 75 Older

The content of the articles featured on this website is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them

For some investors, particularly higher-rate taxpayers, Venture Capital Trusts (VCTs) could offer an attractive and tax-efficient investment prospect. Read on to discover the basics you need to know if you’re thinking about making VCTs part of your financial plan. VCTs are listed companies that invest in UK businesses. These are typically smaller and younger firms

Pension v Lifetime ISA: What’s the best way to save for your retirement?

When you start searching for the best ways to build a retirement fund, private pensions might be the first option that comes to mind. However, they’re not the only way you can prepare for your life after work. An alternative is the Lifetime ISA (LISA) – a government-backed savings account. While you might assume you

How financial planning could give you the confidence to spend more

The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and been encouraged to save your spare coins. As you get older, this extends into saving for university, saving up for a house, saving for retirement, and so on. But what