Recent Articles

Is Giving Money Away an IHT Planning Option?

Inheritance Tax (IHT) has been a hot topic recently, with Labour’s new policy suggesting that more estates could face this tax in the future. If you’re keen to…

What is Lifestyle Planning?

Have you ever thought about how your financial plans align with your personal aspirations? Lifestyle planning is an approach that considers your entire life, not just your finances.

How to Save Money on Energy: Your Essential Guide to Cutting Bills

Energy bills have become a significant concern for many households, especially as costs continue to rise. While the recent drop in the Ofgem price cap brings some relief,…

Business Record Retention: Your Guide to Avoiding Legal and Financial Trouble

Keeping on top of your finances is a vital aspect of owning a small business. However, the paperwork—bank statements, invoices, receipts, and correspondence—can easily pile up over time.

ESG Investing: Grow Your Wealth and Make a Difference

Environmental, Social, and Governance (ESG) investing is an approach that integrates not only financial returns but also the ethical and sustainability aspects of investments. This strategy considers the…

Reduce Staff Turnover: Proven Strategies for Happy Loyal Employees

Economic growth might be sluggish, but there’s hope that our nation’s wealth creators can boost output in the coming months. As a business owner, you’re likely pondering practical…