Recent Articles

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…

How to Review Your Financial Situation Without the Stress

Taking a hard look at your finances doesn’t have to feel like a chore. With the right steps and a bit of honesty, you can get a grip…