Latest News

• The July 2020 “Mini Budget”: Highlights & How it Affects You

  2 weeks ago

  Many media outlets and pundits anticipated that the Chancellor’s Summer Economic Update would not contain major policy developments. Yet there was a range of announcements that will likely have important implications for the UK economy and household finances. [...]

• moneymatters magazine now available

  4 weeks ago

  The latest issue of our moneymatters magazine is now available to downlaoad. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways. [...]

• 5 Tips to Get the Best Tax Deal in 2020/2021

  1 month ago

  With the recent uncertainty surrounding Coronavirus and oil prices, despite us being well into the tax year, many people are adopting a ‘wait and see’ approach before putting any more money into the market via their ISAs or pensions. [...]

• Health & Financial Protection: How to Get a Good Deal

  2 months ago

  While we may often neglect our health, many people are finding it at the forefront of their thoughts in the current climate. People across the world are taking measures to avoid the virus, both for their own wellbeing and to protect the vulnerable people around them. [...]

• How to Pandemic Proof Your Will and Estate Plan

  2 months ago

  Most of us put off estate planning as we don’t want to deal with difficult decisions or tempt fate. But there is nothing like a global pandemic to remind us of our own mortality, and consider how our loved ones would cope if anything happened to us. [...]

• Thinking of Cancelling Your Protection Insurance?

  3 months ago

  At times like these, we look to potentially save on unwanted expenditure, BUT, beware of cancelling protection insurance policies [...]

• Have you Planned for the Unexpected?

  3 months ago

  1 in 8 homebuyers don’t discuss their protection needs! Buying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs. [...]

• How to Integrate Your Financial Plan with Your Will

  3 months ago

  While many clients understand the potential of an investment plan, or the tax-efficiency of a pension, estate planning is a less exciting prospect. No one wants to think about their own mortality, and taking steps to plan for death can seem like tempting fate. [...]

• Staying in is the New going out

  3 months ago

  Whilst in isolation or lockdown, it is advisable to keep socially active. This means talking to people other than those in your household or who your work with. [...]

• Lifestyle Changes?

  3 months ago

  Alongside the changes we are all living by on a daily basis, for a number of us, it gives us the opportunity to do some of those things that we haven't 'got round to' [...]

• Six Great Ideas for Saving Money

  3 months ago

  Despite the current situation, it’s a good time to review your finances and get into better spending habits for the new financial year. With that in mind, lets consider some ways to save money that won’t impact too much on your lifestyle [...]

• New Tax Year

  3 months ago

  Welcome to the new tax year and what a start it has been. Below is a breakdown of all the changes implemented in last months Budget [...]