Blog

Our Blogs

Browse our blog posts below.

Charitable giving

Additional incentives for substantial charitable legacies Measures to encourage charitable giving will be of interest to both the voluntary sector...
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Absolute return funds

Steadier results through a combination of strategies  In the current investment climate, absolute return funds could offer the ordinary investor...
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EIS and VCT funding

Encouragement to help small companies raise finance There was also encouragement to help small companies raise finance, with the Chancellor...
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Low carbon policies

Putting low carbon development at the heart of the Chancellor’s strategy for renewed growth Fuel duty  The planned rise in...
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State pension age

Helping Britain live within her means Employees could see their retirement pushed back at least 12 months every two years after the Chancellor, George Osborne...
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National Savings & Investments

 Reintroduction of index-linked savings certificates pegged to the retail prices index National Savings & Investments (NS&I) is to relaunch index-linked savings...
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Buy-to-let

Solving Britain’s housing shortage The UK is set for the return and major expansion of buy-to-let in the housing market after plans were...
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Pension reforms

Radical changes announced to the public sector Labour peer Lord Hutton has recommended to ministers that public sector workers should...
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Estate planning

Tax saving incentives for substantial charitable legacies If you have an estate currently worth more than £325,000, you should plan early...
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How focused is your portfolio?

Investing for growth, income or both Do you want to grow your capital, increase your income or both? Your answer will determine the type of...
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Gender-based insurance rates

EU rules against sex discrimination The European Court of Justice has ruled that gender-based insurance rates are unlawful in a move that could lead...
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Is it time to spring-clean your portfolio?

Picking the right combination of assets will depend on your risk profile All investments, including cash deposits, carry a degree...
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Get your pension planning back on track

Are you financially prepared for retirement? If you are a 50-something, are you financially prepared for retirement? It is estimated...
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Take a more flexible approach to retirement

How the new rule changes could affect your future planning As life expectancy rates in the UK continue to rise,...
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Tracing a pension scheme

How to find lost or forgotten money If you think you may have an old pension but are not sure of the details, the Pension Tracing...
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A matter of trust

Passing on your wealth to future generations A trust arrangement can ensure that your wealth is properly managed and distributed...
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Keeping your wealth in the family

Inheritance Tax planning matters In order to protect family and loved ones, it is essential to have provisions in place after you’re gone....
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Unit trust groups

Choosing which of theworld’s stock markets you want to invest in Unit trusts are a collective investment scheme that enables...
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How much life insurance do you need?

Protecting your family’s financial security Having the correct protection strategy in place will enable you to protect your family’s lifestyle if your income suddenly...
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Making the most of your investments

Safeguarding your money at a time of low interest rates During these difficult economic times, one of the tools available...
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