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
Upcoming changes raise concerns among savers
More than one in five adults report a decline in pension confidence.
The upcoming changes to how pensions are treated for Inheritance Tax (IHT) from 6 April 2027 appear to be having a wider impact on pension confidence, despite most
Understanding pension drawdown
Taking control of your pension income means considering the tax consequences.
Pension drawdown enables you to take money from a defined contribution pension while keeping the rest invested. Rather than receiving a fixed income, you decide how much to withdraw
The true cost of raising a child in 2026
From childcare and essentials to education and everyday expenses.
Raising a child is a major financial commitment, with costs beginning long before school age. The latest figures from the Child Poverty Action Group (CPAG) estimate the cost of raising a
Securing income in retirement
Building financial security for later life.
Retirement no longer has to mean simply buying an annuity and receiving a fixed income for life. Since pension freedoms were introduced, people have had greater control over how and when they access their
Reconsidering how to use pension savings and pass wealth to the next generation
It is increasingly important to consider pensions alongside other assets when planning.
For families with substantial pension savings, the rules are changing. From 6 April 2027, most unused pension funds and pension death benefits will form part of an estate’s
Protecting your loved ones with a Will
Providing greater control over your assets and protection for those who matter.
A Will can help you put your financial affairs in order, plan your inheritance and ensure your wishes are known. Despite this, many people delay making one, often