• Inheritance Tax

    How can I protect my inheritance?

    There’s an old saying “You can’t take it with you”. But you can leave it behind as part of an inheritance. Ensuring that your descendants get the most from your gift takes some planning. In this post we run over some of the ways you can do that. If you’d like to talk to us […]

  • Self-Invested Personal Pension

    How does a Self-Invested Personal Pension work?

    It is essential that you start to plan for your retirement as early as possible so that you are able to live comfortably in the knowledge that your lifestyle needs are covered. This will mean careful consideration of your pension fund throughout your working life. With retirement planning, it is important to take into account […]

  • High rated pensions advice

    High rated pensions advice

    We’re really careful with the pensions and investments advice we give our clients. We take great pains to ensure that our advice suits the exact needs of our customers, in some cases that means that we advise that they don’t invest at all. A trusted financial advisor Because of this approach we have built up […]

  • Could an ISA be a good investment for you?

    Could an ISA be a good investment for you?

    Individual Savings Accounts (ISAs) have been around since 1999 and are tax efficient investment wrappers in which you can hold a range of investments, including bonds, equities, property shares, multi-asset funds and even cash, giving you control over where your money is invested. ISAs are a highly tax-efficient way to save or invest your money […]

  • Plan your financial goals

    How to plan for your financial goals

    If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should be clear, concise, detailed and written down. Unwritten […]

  • What are my investment options

    What are my investment options?

    In the current economic climate, with interest rates still around record lows, investing in the markets could enable you to achieve an inflation-beating return and help you reach your long-term financial goals. If you’ve got sufficient money in your cash savings account – enough to cover you for at least six months’ worth of living […]