Recent Articles

The Triple Lock Is Changing: What the “Pension for Care” Deal Means for Your Retirement

In July, we wrote that the State Pension triple lock was secure for now, but not permanent. We suggested that the sensible approach…

5 key questions to ask before gifting money

Gifting money is a financial planning decision, not just a generous gesture. It can affect your cashflow, estate value, tax position, family expectations and long-term security.

Lasting Power of Attorney UK: Securing Your Peace of Mind

A Lasting Power of Attorney UK is a legal framework that allows you to appoint trusted individuals to make decisions if you lose mental capacity. It sits alongside…

January 2026 Market Commentary

As 2026 begins, it is worth reflecting. And our market commentary is here to help with just that. Volatility has been everywhere, but that has not translated into…

Gifts Out of Surplus Income – Your 15 Key Questions Answered

Inheritance tax (IHT) is becoming a bigger talking point than ever. HMRC collected £8.2bn in IHT in the year to March 2025 – an 11% jump on the…

Financial Scammers. Top Tips to Help Stay Ahead of the Threat.

Financial scams are an ever-growing problem in the UK. In 2023 alone, more than £1.17 billion was stolen, according to UK Finance. The figures for 2024 suggest things…