Guides & articles of interest
We publish carefully selected guides, articles and research to help inform you about important topics, from pensions and retirements through to tax and estate planning. We also like to keep you up to date on the latest news from our local family-owned firm, including when we support local initiatives and good causes.
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Our guide to building your dream retirement
This collection of guides and articles are here to help you explore your pension options and get the most out of your retirement, whatever stage you are at.
Financial planning for business owners
While many aspects of corporate financial planning are similar to handling personal finances, there are some important differences.
Our collection of regular articles of interest
Stay informed with our weekly guides and articles covering all aspects of financial planning – helping you to make the most of your money.
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Latest articles
The Government has now confirmed major changes to the way pensions will be treated for Inheritance Tax (IHT) from 6 April 2027.
Currently, unused pension funds can often be passed to beneficiaries outside of a person’s estate and free from IHT, making pensions an attractive estate planning vehicle. However, under the new legislation, most unused pension funds and pension death benefits will
Planning your dream retirement
Step-by-step guide to help you secure a financially stable future.
Retirement marks a new chapter in life, one that should be enjoyed without financial worries. Effective planning is the cornerstone of achieving this goal, helping you build a financial buffer
Start the tax year as you mean to go on: steps to consider now
Most people tend to think about tax planning as the financial year draws to a close. But waiting until year-end can mean missed opportunities. Taking action at the start of the tax year gives more time to make considered decisions,
Missing Wills and pensions
Lack of organisation can cause delays and financial stress for families.
Research has revealed a concerning trend among UK families: a significant number are unaware of where critical documents, such as Wills and pension policies, are stored. This lack of
Investing an inheritance
Making informed decisions to secure your financial future.
Receiving an inheritance can be a life-changing moment, often accompanied by a mix of emotions. While it may provide financial security or the means to realise long-held dreams, it can also bring
Generating a regular income from your investments
A straightforward guide to making your portfolio work for you.
Investing for income is a strategy that helps your money work harder for you over time. This approach can supplement your primary earnings, support your retirement, or provide additional financial