Blog

Jun 2025

Top tips to help you avoid financial scams after the M&S data breach

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Jun 2025

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

Gifting from your surplus income is an often-overlooked estate planning option that could help reduce the amount of Inheritance Tax your family pays on your death.

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Jun 2025

Why defining “financial freedom” could help you achieve it

Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a tailored financial plan that turns it into a reality.

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Jun 2025

Financial protection: 3 useful questions to help you calculate appropriate cover

Financial protection could help you overcome an unexpected shock. However, it’s essential that the level of cover you choose is right for your circumstances. Discover three key questions that could help you calculate what’s right for you.

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Jun 2025

How to improve your financial resilience

Engaging with your finances could improve your financial resilience by identifying what’s important to you and changing how you approach money. Read some practical tips that could give you a new perspective.

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Apr 2025

6 English vineyards and wineries to visit this summer

English Wine Week aims to encourage more people to discover and enjoy English wines. So, it’s the perfect reason to visit some of the best vineyards and wineries around the country this summer.

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Apr 2025

Essential estate planning steps that could protect young family members

Creating an estate plan can be difficult in any circumstances, but it might be particularly challenging if you have a young family member to consider. If you do, naming a guardian in your will and using a trust to pass on assets to them could be valuable.

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Apr 2025

5 shrewd ways to avoid paying tax on your savings

Did you know the interest your savings earn could be taxed? As tax thresholds are frozen and interest rates are rising, more savers are set to be hit by an unexpected tax bill. Find out when your savings could be taxed and how you might reduce your liability.

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Apr 2025

Key financial planning challenges couples face and how we could solve them

When you’re creating a financial plan as a couple, you might encounter some challenges, such as difficulty talking about money or conflicting goals. Working with a financial planner could help you navigate these obstacles to get the most out of your joint assets.

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Apr 2025

Financial protection: The key options that could protect your lifestyle and family

Several types of financial protection might provide a valuable safety net for you and your family if you experience an unexpected event. Read about the key options you might want to weigh up that could offer you peace of mind.

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Apr 2025

Does money make us happy?

Research suggests money doesn’t necessarily make your happier. So, examining what brings you joy may be essential for building a financial plan that aligns with your wellbeing. Discover some key questions you might want to consider.

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