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Insights from us

Insights from us


Regular blogs, articles and videos from our team about big topics in financial planning.

Regular blogs, articles and videos from our team about big topics in financial planning.
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Our blogs

Our blogs

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Retirement and pensions

Investing and markets

Tax and allowances

Advice and planning process

Market commentary

Financial wellbeing and behaviour

Estate planning and inheritance

Business owners

Property and mortgages

Lifestyle and general interest

Protection and insurance

Firm news and events

Scams and security

Done

Retirement and pensions

Investing and markets

Tax and allowances

Advice and planning process

Market commentary

Financial wellbeing and behaviour

Estate planning and inheritance

Business owners

Property and mortgages

Lifestyle and general interest

Protection and insurance

Firm news and events

Scams and security

Inheritance Tax Planning in Leicester Changes in 2026 and 2027

Evidence Based Investing in Leicester A Guide for Retirement

Retiring in Leicester How to Build a Life Not Just a Pension

Selling Your Business in Leicester What Happens to Your Money After Completion
Snow covered landscape with frosted trees and dry grass

Financial Planning Week: A Chance to Plan Your Financial Future
green field

4 recent pension changes that could affect your clients
sun set over the horizon

Retirement planning: Bringing together your goals and finances
a lush green hillside with a dirt road going through it

What you need to know about taking your pension tax-free lump sum in 2024/25
Vast green field with a fence under a clear sky

Running out of money tops retirement concerns, but financial planning could bring peace of mind
brown dried leaves on ground

5 practical tips that could help you set realistic financial goals
green grass field

6 in 10 Brits are unaware their pension is usually outside of their estate
a view of a mountain range under a cloudy sky

Investment market update: March 2024
an aerial view of a large field with a sky background

3 simple reasons people who work with a financial planner have a better quality of life
green mountains photo during daytime

Retirement planning: The 3 main ways you could access your pension
A foggy field with trees in the distance

A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
green grass field under blue sky and white clouds during daytime

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market
green grass field under blue sky

Investment market update: February 2024
green grass field

Are you risking a pension shortfall by overlooking longevity?
green trees and snow covered mountains during daytime

Have you overlooked speaking to your beneficiaries as part of your estate plan?
Sunlight filters through golden autumn leaves in a forest

Guide: 10 things you can learn about your financial plan from these ABBA hits
Limestone pavement with green moss and grass growing

How the upcoming Dividend Allowance and Capital Gains Tax changes could affect your clients
the sun is setting over a mountain range

Retirement planning: The importance of setting out your lifestyle goals
A small stream flows over rocks in a forest

3 insightful research findings that could help you navigate your “second 50”
Wind-rippled teal-green water with a distant coast

How to move into the decumulation phase of retirement planning

Our blogs

Clear all

Filter by topic

Retirement and pensions

Investing and markets

Tax and allowances

Advice and planning process

Market commentary

Financial wellbeing and behaviour

Estate planning and inheritance

Business owners

Property and mortgages

Lifestyle and general interest

Protection and insurance

Firm news and events

Scams and security

Done

Retirement and pensions

Investing and markets

Tax and allowances

Advice and planning process

Market commentary

Financial wellbeing and behaviour

Estate planning and inheritance

Business owners

Property and mortgages

Lifestyle and general interest

Protection and insurance

Firm news and events

Scams and security

Inheritance Tax Planning in Leicester Changes in 2026 and 2027

Evidence Based Investing in Leicester A Guide for Retirement

Retiring in Leicester How to Build a Life Not Just a Pension

Selling Your Business in Leicester What Happens to Your Money After Completion
Snow covered landscape with frosted trees and dry grass

Financial Planning Week: A Chance to Plan Your Financial Future
green field

4 recent pension changes that could affect your clients
sun set over the horizon

Retirement planning: Bringing together your goals and finances
a lush green hillside with a dirt road going through it

What you need to know about taking your pension tax-free lump sum in 2024/25
Vast green field with a fence under a clear sky

Running out of money tops retirement concerns, but financial planning could bring peace of mind
brown dried leaves on ground

5 practical tips that could help you set realistic financial goals
green grass field

6 in 10 Brits are unaware their pension is usually outside of their estate
a view of a mountain range under a cloudy sky

Investment market update: March 2024
an aerial view of a large field with a sky background

3 simple reasons people who work with a financial planner have a better quality of life
green mountains photo during daytime

Retirement planning: The 3 main ways you could access your pension
A foggy field with trees in the distance

A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
green grass field under blue sky and white clouds during daytime

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market
green grass field under blue sky

Investment market update: February 2024
green grass field

Are you risking a pension shortfall by overlooking longevity?
green trees and snow covered mountains during daytime

Have you overlooked speaking to your beneficiaries as part of your estate plan?
Sunlight filters through golden autumn leaves in a forest

Guide: 10 things you can learn about your financial plan from these ABBA hits
Limestone pavement with green moss and grass growing

How the upcoming Dividend Allowance and Capital Gains Tax changes could affect your clients
the sun is setting over a mountain range

Retirement planning: The importance of setting out your lifestyle goals
A small stream flows over rocks in a forest

3 insightful research findings that could help you navigate your “second 50”
Wind-rippled teal-green water with a distant coast

How to move into the decumulation phase of retirement planning

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