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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.

Why Business Relief could be powerful in helping your clients reduce Inheritance Tax

According to Statista, in 2020 there were approximately six million private businesses operating in Britain, an increase of 300,000 on the previous year. There are several reasons people start their own business, including improved work-life balance, flexibility and earning potential. But one benefit many business owners may not realise exists is that running a company

Investment market update: February 2021

A year after lockdowns around the world began, Covid-19 continues to affect economies and investment markets. While the volatility experienced almost 12 months ago may have calmed, uncertainty remains and it’s important for investors to focus on their long-term plan. In February, Kristalina Georgieva, managing director of the International Monetary Fund (IMF), called on leaders

First-time buyers, have you considered financial protection? The risk could be higher than you think

As a first-time buyer, there are lots of expenses going out. You may have put off taking out a financial protection policy because of this, or you may think it’s not important. However, the risks could be much higher than you think. Financial protection products are insurance policies that pay out under certain circumstances. There

7 powerful investment lessons from Warren Buffett

The pandemic has led to more people taking control of their finances and investing. If you’re looking for some investing tips, the following pearls of wisdom from Warren Buffett are a great place to start. Known as a businessman and philanthropist, Warren Buffett consistently ranks on lists of the world’s richest people, with an estimated

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Guide: 7 valuable behaviours for successful investing

How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your approach to investing could influence the decisions you make when you

How to calculate the level of income protection that would provide you with financial security

Income protection could provide you with an essential safety net if you’re unable to work due to an accident or illness. Yet, research suggests it’s a valuable step that some people might be overlooking. If you’re too ill to work, income protection could provide you with a regular replacement income. Usually, income protection would pay

As rental growth slowed in 2023, is buy-to-let still profitable?

As property prices and rental yields have steadily increased in recent years, buy-to-let property has often been seen as a useful way to invest your money. However, figures suggest the pace of growth is slowing and landlords face increasing regulation that might mean it’s not as attractive as it once was. For some people, buy-to-let