Financial 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.

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.

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

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

If you have been working from home during the pandemic, don’t forget you could be due some tax relief.

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

The freeze on the inheritance tax (IHT) nil rate band will mean more tax from more estates.

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.

The 2021 Budget featured a corporation tax hike and the freezing of personal tax thresholds, and allowances to help pay for the pandemic.

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.

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

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?