Latest News

10 October, 2024 Using protection for estate planning

Inheritance Tax (IHT) planning was once only considered necessary for the very wealthy; however, largely because of increases in property...

Read article
3 October, 2024 Our Approach to Client Reviews

In a recent edition of Wealth Matters, we emphasised the crucial role that regular financial planning reviews play in building...

Read article
26 September, 2024 Protecting your financial future

Holding sufficient life insurance can protect your family’s finances and underpin your financial planning goals. We look at the importance...

Read article
19 September, 2024 Why the US election matters

The US election in November is currently too close to call, with the polls showing Kamala Harris and Donald Trump...

Read article
12 September, 2024 Pressure on the “Bank of Family” grows

With house prices staying close to all-time highs, finding a deposit for a house purchase remains a challenge for many...

Read article
4 September, 2024 The importance of regular reviews

Taking control of your financial future can bring numerous benefits, and the key to any successful strategy is to take...

Read article