An Introduction to Home Insurance
Home insurance protects your property and belongings from unexpected events like natural disasters, theft, and accidents. Understanding its basics ensures you have adequate coverage and peace of mind.
An Introduction to Investing
As we move through life, events such as marriage, property purchase, starting a family, starting a business, retirement and inheritance impact our financial needs and plans. This guide focuses on
investing, about why you should invest, your attitude to risk, diversification and strategy, and why it’s important to take a long-term view.
An Introduction to Tax Planning
While our taxes go towards providing the important services we all rely on, such as the NHS and schools, no one needs to end up paying more than their fair share. This guide takes a look at the current tax allowances and exemptions that we are entitled to and how to maximise their use in meeting our individual financial goals.
An Introduction to Inheritance Tax
Inheritance Tax (IHT) has more into the spotlight over the past few years, largely due to the continued rise in house prices and freezing of thresholds. The good news is that expert planning can legitimately mitigate this tax.
An Introduction to Sustainable and Ethical investing
Increased consumer awareness of social and environmental issues has led to increased interest in sustainable and ethical investing, with funds entering the mainstream. Despite greater awareness, there is still some confusion about the terminology associated with this type of investing.
Selling this summer? Follow the seven-day rule
The first week of a property listing can significantly influence buyer interest and sale success
Financial habits stuck in the past? Life moves on
A lot can change in ten years and financial needs shift. While life rarely stands still, many people’s money habits do
Pensions and IHT – the shake-up many are missing
From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)
Give your money intention
Many people choose to keep large amounts in cash because it seems reassuring and feels like the ‘safe’ option
Young people are the most proactive pension savers
Challenging assumptions: younger adults are emerging as some of the most engaged pension savers
