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1st February 2023

The importance of cash in your retirement plans

In recent years, many investors have developed a false sense of security with relatively consistent and positive investment returns, however the last year has brought us back to reality with the reminder that investing comes with very real, and potentially damaging risks.

27th January 2023

How to prepare your finances before you die

20th January 2023

DIY Divorce - A quick win or a false economy?

9th January 2023

How long does a divorce take?

25th November 2022

Does a divorce revoke a will?

6th October 2022

What is a D8 Form?

13th June 2022

How equity release can reduce your inheritance tax bill

1st February 2022

How to prevent an ex-spouse receiving your family's inheritance

19th August 2021

Can you claim tax relief on private school fees?

06 January 2021

Financial advice vs guidance - what is the difference and why is it so important?

Latest news and insights

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senior couple in a kayak on holiday

The importance of cash in your retirement plans

1st February 2023

In recent years, many investors have developed a false sense of security with relatively consistent and positive investment returns, however the last year has brought us back to reality with the reminder that investing comes with very real, and potentially damaging risks.

insights
Happy mature woman talking with somebody on her cell phone while sitting on sofa

With rates soaring, are annuities back in favour?

31st January 2023

There is no doubt that annuities are far more relevant than they were in the recent past. They will never suite everyone and, for some people, annuities would have to quadruple before they would even be considered, but for others, annuities could be the cornerstone to retirement planning. So, are annuities back in favour?

insights
Can you cut your income tax bill if you're a high earner?

Can you cut your income tax bill if you're a high earner?

30th January 2023

According to the Office for National Statistics, in the 2021/22 tax year, over 4.5 million people in the UK were paying higher rate tax. This has risen year on year and is expected to rise further with the continued freeze on our personal allowances. Could you be paying too much tax? Find out here.

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28 Feb 2023

Retirement Webinar - February 2023

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