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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.

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

Turning wealth into happiness: Why a plan makes a difference

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result. How you use money is just as important as having it when assessing whether it would improve your happiness.

How cashflow modelling can act as an early warning system for financial shocks

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life, it is possible to be prepared, and a cashflow model could help you identify how. Please note: The Financial Conduct Authority does not regulate cashflow modelling. A cashflow model could help you visualise

How to be a successful investor: The importance of patience

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. Please note: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not

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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