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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 you need to review your will if you’re gifting to loved ones now

Are you thinking about gifting during your lifetime? Traditionally, you’d pass on wealth to family and friends through an inheritance, but many people are finding that doesn’t fit in with their plans. Instead, they’re passing on some assets now, but they do need to think about how it will affect the legacy they leave behind.

5 financial steps new parents should take to protect their family

In the first nine months of 2020, there were 464,437 new babies welcomed across the UK, according to the Office for National Statistics. That’s more than one baby every minute! If you’re among these new parents, or know someone that is, you’ll know that there’s a lot to do – including taking some financial steps

5 reasons why Generation X need to engage with their pension to achieve security in retirement

We all hope to achieve financial security in retirement, allowing us to focus on the things we enjoy. While retirement might be associated with indulging hobbies and aspirations, Generation X (born between the mid-1960s and early 1980s) need to plan ahead if they’re to enjoy the same level of security as their parents. For Generation

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

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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

Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate could be affected and how you might mitigate a potential bill. Currently, pensions are usually outside your estate for IHT