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Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need…

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Investment market update: November 2020

Global stock markets continued to be affected by Covid-19, but there was good news mixed among the negative. While the International Monetary Fund (IMF) warned the global economic recovery was ‘losing momentum’, markets rallied during the month based on the…

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Lasting Power of Attorney: Why is it something we put off?

Naming a Lasting Power of Attorney is something that we should all do. It’s something that can provide us with security if we’re unable to make decisions. While it’s often something that’s associated with being elderly, it’s just as important…

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The pension basics everyone needs to know

Most workers are now paying into a pension. But research shows that there is a worrying lack of understanding about how pensions work and why they’re a good option for saving for retirement. According to Royal…

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Why life expectancy matters when planning your retirement

When you’re looking forward to retirement, working out your life expectancy may not be something that’s on your mind. Instead, you’re likely to be planning how you’ll spend your time now you’ve reached the milestone. But life expectancy is an…

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10 steps to take if you’re retiring in 2021

The way people see retirement has changed over the years. It’s no longer the stereotypical comfortable slippers and a relaxed lifestyle. Indeed, for many, it’s very much a second life – the time to enjoy doing things they couldn’t because…

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New year’s resolutions to improve your finances

The start of a new year is the perfect time to get your finances in order. A few simple changes could improve your finances in 2021 and beyond, setting you up for a healthier financial future. So, whether your finances…

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Your 2020 Spending Review summary

Chancellor Rishi Sunak has unveiled the government’s spending plans for the coming year in his Spending Review given on Wednesday 25 November. A Spending Review sets out how the government plans to spend money and what each department will receive.

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Investment market update: October 2020

In October, there were signs of economic recovery from the impact of Covid-19. However, over the month, many countries have reimposed restrictions and, in some cases, full lockdown, to stem the spread of the virus. As a result, it’s expected…

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The best National Trust gardens for a winter walk

The days are getting darker and chillier and you may have plans to stay inside where it’s cosy. But getting out and about can boost your mood, plus frost and beautiful winter-flowering plants mean a walk can be magical this…

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Revealed: the wellbeing and emotional impact of financial advice

It should come as no surprise that we believe financial advice adds real value to the lives of our clients. While the financial benefits of advice are often discussed, the value it can add in terms of wellbeing is sometimes…

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Talk Money Week: The benefit of family financial planning

Each November, Talk Money Week takes place. It aims to get the nation talking about managing money, from discussing pocket money with children to chatting about pensions. Money can be a taboo subject, even among families. But talking openly about…

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