Potential Changes to Pension Contributions and Taxation
Significant changes to pension taxation may be on the horizon, given the government's plan to raise taxes to address the recently...
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Aug 22
Gifting School Fees
Many clients use one or more of the 7 exempt gifts to fund school fees for grandchildren. However, where exempt gifts have been fully...
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Jul 25
Consumer Duty – A Year On
It’s now almost a year since Consumer Duty, the standard introduced by the FCA to improve consumer protection for financial services...
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Jul 25
We are very excited to announce My Care Hub!
This is an online resource that provides access to invaluable capability and support for clients in vulnerable circumstances, whether...
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May 8
Letters of wishes
It might seem an obvious thing to say, but a discretionary trust allows the trustees to use their discretion when paying income or...
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May 6
Shocking new research reveals how few ‘Later Life’ divorcees access collaborative financial advice.
Divorcees invariably need financial advice. There are so many areas where professional legal advice requires complementary financial...
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Feb 29
Don’t forget about the Pension Will
PASSING IT ON EFFICIENTLY Passing on wealth efficiently and to coincide with the preferences of clients is a duty incumbent to both the...
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Dec 19, 2023
How can I live a better life now, while still providing for future?
Key thoughts: Becoming debt free Having a cash reserve Being able to live comfortably on unearned income Being organised and feeling...
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Oct 31, 2023
9 Ways to Fund Care: Exploring Your Options
When it comes to funding care, there are various options available to individuals and their families. Making the right decision requires...
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Oct 25, 2023
Advising Grandparents on How They Can Help with Education Costs
Education costs in the UK have been steadily rising, making it increasingly difficult for parents to afford private schooling for their...
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Oct 23, 2023
Care home fees soar amid cost-of-living crisis.
The above was a worrying, and yet an entirely unsurprising headline to a September article from the respected consumer watchdog, Which....
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