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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.

5 excellent reasons families use trusts

Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A trust is a legal arrangement that you could use to pass on assets. The trust

7 common but potentially harmful Inheritance Tax myths debunked

Inheritance Tax (IHT) is often controversial – you may have heard of it referred to as “the most hated tax in Britain”. Yet, despite the coverage it receives, it’s often misunderstood. Common myths about IHT could mean you’re needlessly worrying about a potential bill or failing to take steps that could allow you to pass

Do you need to plan for a retirement without the State Pension?

There have been rumours for years that the government could scrap the State Pension. As the cost of maintaining the State Pension soars, more people think they’ll need to create a retirement income without any support from the government. The National Insurance Act in 1946 introduced a contributory State Pension for all. Yet, almost eight

Retirees, don’t overlook the surprising risk of underspending in retirement

Spending too much money in retirement is a common fear. Yet, some retirees struggle with the opposite challenge – they spend too little. Read on to find out why and what you can do if you’re too frugal in retirement. Underspending once you give up work may be more common than you think. It’s easy

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Guide: 5 essential steps to plan for a pension shortfall if you want to retire early

Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan. If you decide you want to retire sooner than originally planned – whether due to circumstances beyond your control, a health crisis, or a simple change of heart – a

Investment market update: February 2026

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read on to discover some of the factors that may have affected your investment portfolio. Please note: The value of investments and any income from them can fall as well as rise and

3 practical tips for looking after your joint health

People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, there’s one area that you might have overlooked – joint health. Your joints play a crucial role in everyday mobility, comfort, and independence. Poor joint health can limit your lifestyle as you age, yet