The inheritance tax threshold was once there to ensure that the average household did not face significant tax liabilities following the death of a loved one. A large portion of [...]

Strong Investments come in all shapes and forms. For some people, investing is at the very heart of what they do – angel investors who apply their expertise to passion [...]

Life insurance is a big consideration to tackle. So many people are unintentionally putting their families at risk of significant financial upheaval should something happen to them, and life insurance [...]

A well-planned estate is the best safeguard against your loved ones experiencing any more disruption, anxiety, or confusion than they need to in the wake of your death. The alternative [...]

Life insurance is there to offer support in worst-case scenarios. Many of us accept that those scenarios can take hold at any time, disrupting even the best-laid plans and leaving [...]

It’s the season for giving. This Christmas, you might be thinking about how you could improve the security of your loved ones by gifting them money or assets. Read on [...]

When you’re making decisions, cost might be an important factor, but value could be just as crucial. Balancing cost and value in your financial plan could help you get more [...]

A “margin of safety” gives you a cushion to allow for losses or inaccurate assumptions in your financial plan. It could mean your goals remain on track, even if things [...]

A survey suggests more than half of people aged over 75 haven’t arranged a Lasting Power of Attorney (LPA). It’s an oversight that could mean their families may not be [...]

Jeremy Hunt delivered his second Autumn Statement as chancellor on 22 November 2023. While the headline news was cuts to National Insurance rates for employees and self-employed workers, there may [...]