Financial Planning

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The recent Mini-Budget has certainly stirred a reaction; admittedly, much of it negative. Yet the announcements do contain some good news […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Some analysts are forecasting a looming UK recession in 2022. Others are going further and predicting a depression. What are the […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. On Thursday 22 September 2022, just prior to the Chancellor’s publication of the new Mini-Budget, the Bank of England (BoE) announced […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The Chancellor’s new “Mini-Budget” is perhaps poorly named given the shake-up it has caused in the tax system and financial markets. […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Each tax year, a UK resident is usually entitled to put up to £40,000 into his/her pension(s) – or, up to […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. How should you “spread out” your investments? Many people recognise that it is very risky to put all of your eggs […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Everything seems to be getting more expensive in 2022. The energy price cap stood at £1,277 in October 2021, yet it […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Is your tax bill higher than it needs to be? As many as 1 in 6 people pay more to HMRC […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Private school in the UK is certainly not cheap. In 2022, average fees are £4,980 per term, or £14,940 per school […]

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Liz Truss, one of the two remaining Conservative leadership (and Prime Minister) candidates, has promised a review of inheritance tax (IHT) […]