News

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.

Dreaming of escaping a working life for retirement?

Getting your date right will help your plans stay on target Some people will have set their retirement date when they were in their 20s or 30s and a great deal will have changed since then, including their state pension age and perhaps their career plans. It may seem like a finger in the air

Pension freedoms

Over one million UK savers embrace relaxation of rules The Government’s announcement on the relaxation of pension rules changed the investment landscape and pension freedoms show no sign of losing their popularity. HM Revenue & Customs latest figures[1] on the flexible withdrawals from pensions shows that the number of savers who have embraced their freedoms

Building a diverse portfolio

Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you. Growing your wealth is not

Inheritance Tax

No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. When someone dies Inheritance Tax a tax charged on their estate above a

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Guide: 5 tips to help you manage your wealth in 2026

The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned to set financial goals at the start of

Explained: What the “mansion tax” means for homeowners

After much speculation that the chancellor would announce an additional property tax, the new “mansion tax” was unveiled during the November 2025 Budget. Read on to find out whether it’ll affect you, and how the new tax works. The mansion tax will apply to properties worth more than £2 million in England Officially called the

Treasury rules set to regulate the crypto market from 2027. Here’s what you need to know

The government (15 December 2025) has revealed plans to regulate cryptocurrencies in a similar way to other financial products. Find out what this means for investors and what to consider before you make crypto part of your investment portfolio. As a relatively new asset class, crypto isn’t currently regulated. This means crypto investors don’t benefit