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How to link your pension & IHT plan

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. Typically, people start thinking about their pension years before they consider their inheritance tax (IHT) plan. Whilst this is better than […]
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2021 – should you remortgage before rates rise?

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. Mortgage rates are at an historic low in 2021. The Bank of England (BoE) base rate currently sits at 0.10% – […]
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The Government’s “pension tax raid”, explained

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. You may have noticed some recent news headlines mentioning a planned “pensions tax raid” by the UK government. Such language is […]
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Rising inflation and your investment strategy

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 cost of living never stands still. Goods and services usually rise in price over time (inflation) or, sometimes, go down […]
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How to get your spouse on board with a financial plan

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. Talking to your spouse about money can be extremely difficult for a lot of couples. We all grow up with different […]
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Tax tips for Buy To Let landlords

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. Buy To Let has been a popular investment choice for many people in the UK for years. Lately, however, property investors […]
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Tracker vs. active funds when investing

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. As an investor there is a wide range of choice open to you when deciding where to put money. First of […]
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Pension planning: 4 pitfalls to avoid

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. When it comes to retirement planning, pensions are almost always going to be a crucial tool – especially due to their […]
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10 ways to save on tax in 2021-22

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. We should all pay our fair share to society. Yet none of us should pay more than necessary on tax, especially […]
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Self-employed: choose an ISA or pension?

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. Working for yourself carries many benefits, including the freedom to work when and where you choose. Yet one disadvantage is that […]
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