Recent Articles

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…

The Year Ahead for Personal Finances

A New Year has a funny way of making us take stock, doesn’t it? Even though nothing magically resets on 1 January, it’s a great time to pause…

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…