Recent Articles

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…

Annuities for Retirement. Are They the Right Option for You?

Annuities for retirement are making a comeback. After years of declining sales, 2024 saw the highest number of annuities sold in over a decade. Rising interest rates have…

What is the Consumer Price Index (CPI)?

With the Office for National Statistics (ONS) announcing that inflation, measured by the Consumer Price Index (CPI), rose by 3% in the 12 months to January 2025, now…

Inheritance Tax Guide: What You Need to Know

Inheritance tax (IHT) is often seen as something that only affects the wealthy. But thanks to rising house prices, inflation, and a tax system that…