Helping you make the most of opportunities before the end of the tax year
As we approach the end of the 2021/22 tax year, there’s much speculation about what Rishi Sunak could announce in his Budget on 23 March. Much has been written about…
5 reasons your Will could be the most important document you’ll ever sign
A Will outlines who’ll receive your property, money, possessions and investments (collectively making up your estate) following your death. If you die without a valid Will in place (die intestate),…
3 important reasons to have a Lasting Power of Attorney in place
Did you know that if you lost the ability to make decisions for yourself, not even a spouse has the automatic right to make decisions on your behalf? It can…
Discover the life-changing benefits of financial planning – it’s about far more than just money
Having recently written about 10 ways great financial planning can put more money in your pocket we wanted to follow up with an even more important piece on the non-financial…
10 ways great financial planning can put more money in your pocket
Working with a good financial planner should leave you in no doubt about the value you are gaining from the relationship. In an ideal world, the financial gain you’re making…
The 5 most important things to consider when you select a great financial planner
A great financial planner will work with you to understand your life goals and establish what’s most important to you. Armed with that information, they can help you plan the…
5 important reasons not to put off your estate planning
Putting off your estate planning could be an expensive mistake. In 2020/21, Brits paid £5.4 billion in Inheritance Tax (IHT). Increasing property values and long periods of investment growth means…
The value of financial planning: Why it’s about more than just investment returns
Over the past couple of months, we’ve written about the three benefits of fixed fees and also explained how financial planners charge while comparing our fees. However, price is only…
What do financial planners charge & how do we compare?
While our innovative approach to fees sets us apart from other financial advice and planning firms, we also recognise that the way most firms charge creates confusion. To bring some…
Budget 2021 – Are you a winner or a loser?
A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded significant, it’s a sum that has paled…