Financial Planning

8 mins
What is estate planning

What is estate planning?

Whether your estate planning needs are simple or complex, putting a plan together can be hugely beneficial for those you leave behind and ensures your requests are formally acknowledged.

3 mins
Financial focus

Financial Focus Update - Autumn 2021

The new edition of Financial Focus magazine is available for you to read now, this month we feature articles on income protection, no fault divorce and inflation.

16 mins
What is business relief?

Business Relief: What is it? And how can it apply to you?

Find out how this valuable tax relief can reduce the amount of Inheritance Tax charged to your estate after you die.

3 mins
Investment trust or fund

Is inflation creeping up?

A global jump in inflation in 2021 is raising the prospect of a broader upward trend beyond a short-term pandemic reaction.

3 mins
An investment sector reshuffle

An investment sector reshuffle

The Investment Association’s reforms have triggered 530 new exchange traded fund entrants across its sectors.

20 mins
Choosing a financial adviser

How to choose a financial adviser

When faced with a major financial decision, a financial adviser can help you make the most of your finances. But, with so many out there, how do you know where to start? Senior Financial Planner, Tony Robinson, explains how to choose a financial adviser that’s right for you.

3 mins
Prepare for the new tax year

Now's the time to prepare for the new tax year

While there is often a focus on planning for the end of the tax year, starting your tax planning early can be a rewarding exercise.

4 mins
Pension drawdown

New rules on pension drawdown and investment

New rules apply from February if you choose pension drawdown without taking advice.

4 mins
Pension flexibility

Continuing challenges in the search for income

Recent cuts to NS&I interest rates have led to others following suit. What does this mean for your savings and are there any alternatives?

4 mins
Retiring if you're self-employed

Can you afford to retire if you’re self-employed?

New research from the Institute of Fiscal Studies has revealed that five out of six self-employed people aren’t saving for retirement.

4 mins
An investment sector reshuffle

Are the worst of the UK dividend cuts over?

After two volatile quarters, a recent report on UK dividend payments suggests the worst of the cuts may be over.

4 mins
Capital gains tax

Who pays Capital Gains Tax?

Do you know how many people pay CGT in the UK? HMRC has released some revealing research.

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