Six tips to protect your family when you are gone
A lot of us do not like to think about what will happen after we die. However, when it comes to finances it is
November 23, 2020
Tips for those planning to retire during the Covid-19 pandemic
For those who have been saving for retirement for years and were planning on retiring imminently, the Covid-19 crisis will be a major concern.
November 16, 2020
What Is a Business Exit Strategy?
It is a new year and a good time to start taking control of your finances and set goals for 2019.
November 11, 2020
Will more women take out protection policies due to the pandemic?
It is a new year and a good time to start taking control of your finances and set goals for 2019.
November 5, 2020
7 financial steps to take if you are getting divorced
Inflation eroding your purchasing power, unexpected health care costs and stock market slumps are just a few of the worries of people approaching retirement.
November 3, 2020
Why do most people not have life insurance cover?
65% of UK adults have no life insurance or other protection cover, rising to 72% in London*. Location and age are likely to be
October 30, 2020
How to help repair the damage to your pension pot from Covid-19
The current pandemic threw finances into turmoil in the Spring and many people had to delay retirement plans as pension investments were shaken by
October 27, 2020
How women can use their pension savings to reduce their carbon footprint
It is a new year and a good time to start taking control of your finances and set goals for 2019.
October 22, 2020
What do I do with the money from selling my business in the UK?
It can take a lifetime to build your business to the point where you can sell it for what you hoped. Before you look
September 30, 2020
What is the best way to manage my redundancy pay and savings?
It is a new year and a good time to start taking control of your finances and set goals for 2019.
September 22, 2020
Households are saving more since lockdown but how can they get better returns?
Lockdown has affected everyone’s lives in different ways over the last few months. Some people have had to adjust to a lower income with
September 17, 2020
Can I pay into a private pension after retiring in the UK?
It is important to give yourself time to prepare for retirement, as decisions made can be irrevocable and shape how you live the rest of your life.
September 14, 2020
Why are men saving more than women?
In the 2016/17 tax year, the average man had £29,448 in an ISA compared to women who had an average of £25,837 saved*. Why
September 1, 2020
What is Wealth Management?
Wealth Management is a financial planning service that is designed to help you meet your individual financial goals. After an initial no-obligation consultation, your
August 19, 2020
What is Workplace Financial Education?
Workplace financial education aims to educate, guide and support your employees. It provides them time to talk with a financial adviser to give them
August 14, 2020
How much money do I need in my pension when I retire in the UK?
In 2017, 14,430 people in the UK were centenarians compared to just 2,500 in 1980. It is predicted that 160,000 people will be over
August 5, 2020
What happens to my pension if I divorce in the UK?
Divorce can take a substantial emotional toll on you but can also have a long-lasting negative impact on your finances. Separating your assets can
July 27, 2020
Why it is important for women to have a financial plan
It is a new year and a good time to start taking control of your finances and set goals for 2019.
July 21, 2020
3 common mistakes to avoid when selling your small business in the UK
Selling your small business that you have likely dedicated your life to building can take a lot more time than planned. It is important
July 16, 2020
How to use the ‘normal expenditure out of income exemption’ to reduce your Inheritance Tax (IHT) liability
Gifting is a common strategy to reduce Inheritance Tax (IHT) liability by reducing the overall value of your estate over time. In most cases
July 9, 2020
