Financial 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.

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.

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.

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.

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

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.

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.

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

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?

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.

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.

Who pays Capital Gains Tax?
Do you know how many people pay CGT in the UK? HMRC has released some revealing research.