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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 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

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

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4 spooky books that are perfect for autumn reading

Autumn is the perfect time of year to curl up under a blanket by the fire with a good book. As the nights draw in and Halloween approaches, there’s nothing quite like a story that sends a delicious shiver down your spine and adrenaline pumping through your veins. Whether you’re a fearless horror fan, a

What to consider before making crypto part of your financial plan

Cryptoassets may not be regulated financial products, so please be aware that trading them carries a considerable amount of risk for your capital. Cryptocurrencies are also not covered by existing consumer protection laws and are not suitable for the majority of investors. Crypto is slowly becoming more mainstream, but it remains a high-risk investment. While

3 ways business owners could plan for the unexpected

It can be easy to overlook your own financial security if you’re focused on your business. However, if you’re relying on your business to deliver an income, it’s important to take steps that could improve your financial security. If you haven’t already taken these steps, it’s worth considering whether they should form part of your