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Financial Planning

Live sustainably: how to be a conscious consumer  

The everyday choices we make all have impacts on our planet

Our changing climate is making it harder to live in many parts of the world, often affecting some of the most disadvantaged communities. People are starting to realise that change is imminent and necessary.

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Financial Planning

What’s your magic number?

Keeping up your current lifestyle and enjoying your golden years

People planning for retirement should think hard about what they want to do when they eventually stop work. It is helpful to have a good idea of the lifestyle you want, how much it will cost and how you are going to pay for it. 

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Financial Planning

Christmas gifting

How to make gifts to a charity, family and friends

Aside from regular Christmas presents, this year you may be considering giving money or other assets with a view to Inheritance Tax planning this festive season.
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Financial Planning

Festive gifts that teach children the value of money

Why parents should look to Christmas investment gifts instead of toys

Have you thought about gifting your children or grandchildren something different this year? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world.

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Financial Planning

ISA returns of the year

Use it or lose it!  Don’t miss out on this year’s tax-efficient opportunity

You have a £20,000 ISA allowance to use by 5 April 2022. We’ve answered some typical questions we get asked about how best to use the ISA allowance to help make the most of the opportunities as this tax year draws to a close.

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Financial Planning

A fundamental part of a sound financial plan

Are you protecting what matters most against the financial impact of a life-changing event?

Are you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic number of deaths. The pandemic has made many of us realise the importance of having life insurance as a fundamental part of a sound financial plan. 

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Financial Planning

Preserving wealth for future generations

Factors likely to have a lasting and positive impact on wealth

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs.