1 min readPerennial Wealth: 5 Simple steps to get your finances in order for 2025Read on to discover five simple steps to get your finances in order for the year ahead. Maximise your pension... Read More
1 min readHarold Stephens: Pensions and Inheritance Tax: What you need to knowWhen it comes to pension lump sum death benefits, the scheme administrator/ trustees typically decide who receives these benefits, whether... Read More
1 min readPerennial Wealth: What the Inheritance Tax reforms mean for you and how you can optimise your legacyIn October, Labour introduced several reforms to Inheritance Tax (IHT), including: Reviewing your estate plan now could help you navigate... Read More
1 min readPerennial Wealth: How delaying your retirement could improve your financial stability and wellbeingAs life expectancy continues to rise, many people’s retirements could stretch beyond longer than they thought, and they may need... Read More
1 min readFamily Mediation: an IntroductionFamily mediation is designed to help you and your former partner agree on child arrangements or financial settlements, or both.... Read More
1 min readHarold Stephens: Changes to Inheritance Tax – Labour’s First BudgetRichard Higgs, Chartered Independent Financial PlannerAs we await further details on the recent Autumn Budget, here’s an overview of what... Read More
1 min readBeau Nash: Find Antique Silverware a New HomeBy Ron Pringle, Beau Nash Antiques We’ve all heard the saying, “One man’s rubbish is another man’s treasure,” and it... Read More
2 min readBeau Nash: Wedding gift guideThese days, many couples live together long before they say “I do,” which means they’ve already got the basics covered... Read More
1 min readPerennial Wealth: 3 ways “sticky inflation” could affect your finances and what you can do about itInflation stayed above the target rate for 9 out of 12 months last year. Read on to find out three... Read More
1 min readHarold Stephens: Using surplus income for inheritance tax planningBy James Kenward; Independent Financial Adviser For wealthier individuals, pensions have traditionally been the last asset accessed due to their... Read More
1 min readHarold Stephens | Your First Year of Retirement: A Financial ChecklistBy James Kenward; Independent Financial AdviserRetirement is an exciting milestone, offering the freedom to pursue hobbies, travel, and time with... Read More
1 min readNavigating the Responsibilities of Lasting Power of AttorneyRichard Higgs, Chartered Independent Financial PlannerBeing appointed as an attorney for a Lasting Power of Attorney (LPA) carries significant responsibility.... Read More