Resources

Explore our collection of articles, covering a broad range of topics and providing valuable insights and information to help you with your insurance, risk management, and financial planning needs.
6 mins

Middle East travel insurance guidance

Recent events in parts of the Middle East, including Iran and neighbouring regions, may be causing concern for travellers. If you’re planning a trip, currently abroad, or reviewing your travel insurance cover, our guidance can help you understand what to expect and what steps to take.

12 mins

Planning for tax year-end 2025-2026

As the end of the tax year looms, it’s time to make the most of your available allowances. Here’s how to keep your finances efficient so you stay one step ahead.

7 mins

Tax-efficient life insurance for business owners and directors

Relevant life insurance is a tax-efficient way for businesses to provide life cover to their employees and directors. We look at how these policies can save your business money while helping employees and their loved ones.

19 mins
best pension advice

Advice for finding the best pension

We take a look at what you need to consider when choosing a pension plan and where to go for the best advice on your retirement planning.

14 mins
Financial wellbeing

Financial wellbeing in the workplace: a guide for employers

In recent years, financial wellbeing has become a hot topic in the workplace. We look at what financial wellbeing means, why it has become so important, and some practical steps employers can take to help both their staff and their business.

9 mins

Rising precious metal prices and the hidden risk of underinsurance

Rising prices could mean the gold, silver and platinum you own are even more valuable than when purchased, so it’s vital that your insurance policy reflects that. We explore the factors that affect precious metal prices and what you can do to protect your assets.

13 mins

Guide to the 2026 Spring Forecast

Our guide looks at the current economic outlook and the announcements made by the Chancellor in the 2026 Spring Forecast.

10 mins
Renting to refugees

Landlord’s guide to housing refugees and asylum seekers

Insuring rental properties let to refugees or people seeking asylum can be difficult, but a specialist broker can help. We look at how it works and the implications for landlords.

22 mins
Evicting squatters

How to remove squatters: a guide for residential and commercial landlords

Learn the legal steps to remove squatters from residential and commercial buildings, plus timelines, costs, insurance considerations, and prevention tips.

12 mins
Farm succession planning

Guide to farm succession planning

Changes to Agricultural and Business Reliefs mean that Inheritance Tax could impact more farming families than before. But wealth management and succession planning can help minimise what’s owed; we look at what you need to consider.

10 mins
ensure your invoices are always paid on time

Tips to ensure your invoices are always paid on time

Late payments are not only bad for your business cash flow, but can also impact your wellbeing. Here are 11 top tips to ensure your invoices are always paid on time

13 mins
Inheritance tax

Inheritance Tax (IHT) explained: rules, rates, and reliefs

As assets increase in value and tax-free thresholds remain static, it’s crucial to factor in Inheritance Tax as part of your estate planning. Here’s how IHT works and how you can manage any IHT liability due.