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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.

Is your business protected with a Lasting Power of Attorney?

When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority. But for business owners, they also need to ensure they protect their firm in the event of something happening to them. If you haven’t already taken steps to name a Business Lasting Power of Attorney, it’s something you

What to do if you have multiple small pension pots

Throughout your career, you’ve probably contributed to a few pensions. It can be easy to lose track of them, so you may have considered consolidating them into one larger pension instead. Indeed, research from the Pension Policy Institute shows that there are eight million deferred Workplace Pensions with values under £1,000. You could be neglecting

7 ways you can help clients mitigate Inheritance Tax

As clients approach you to put a will in place or other measures to ensure their wishes are carried out when they pass away, Inheritance Tax may be a concern. It affects roughly 5% of estates and can have a significant impact on the wealth clients leave behind for their loved ones. In the six

Could your property boost your retirement fund?

Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this? The value of property has grown enormously over the last few decades. If you’re approaching

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5 powerful Warren Buffett lessons that could benefit ordinary investors

After more than five decades at the helm of Berkshire Hathaway, legendary investor Warren Buffett has announced he’s retiring at the age of 94. He’s credited with turning the failing textile maker into a successful holding company. In May 2025, the BBC estimated Berkshire Hathaway was worth $1.16 trillion (£870 billion). Considered by many to

How to prepare your loved ones for the “great wealth transfer”

Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to September 2024 data from Vanguard, it’s estimated $18.3 trillion (£13.45 trillion) in

Why you don’t need to experience a financial shock to benefit from a safety net

You might think of a financial safety net as something only useful when you face a shock, like an unexpected bill or being unable to earn an income. However, when you look at the wellbeing benefits, you might be surprised by how valuable it is even when your plans are on track. A financial safety