Securing more of your wealth

You don’t have to be wealthy for your estate to be liable for Inheritance Tax

Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to

Managing your retirement savings

Consolidating your separate pensions into one single pension wrapper

If you’ve accumulated numerous workplace pensions over the years from different employers, it can be difficult to keep track of how they are performing. The process of bringing all your pensions

Advent of crowdfunding

Innovation in both finance and technology

One of the main innovations in both finance and technology over the past few years has been the advent of crowdfunding. Crowdfunding is a way of raising finance by asking a large number of

Lack of preparation for the unexpected

A quarter of us could only afford to pay household bills for a maximum of three months

Protecting your family should underpin financial planning, and it can also be a key business tool or estate planning mechanism. But, despite this,

Retirement freedoms

What are the income options for your pension?

Deciding what to do with your pension savings is an important step we will all have to take. Following changes introduced in April 2015, you now have more choice and flexibility than