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Estate planning: Do you need to include Inheritance Tax?
Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a [...]
Investment market update: December 2022
2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how it affected investment markets. Looking ahead, uncertainty is likely to be [...]
5 fantastic reasons to work with a mortgage broker
While you can take out a mortgage without the support of a mortgage broker, their help can be invaluable. Whether you’re a first-time buyer, moving home or remortgaging, a broker can help you understand all [...]
3 valuable benefits of making your home more energy-efficient
The cost of living crisis and soaring energy bills mean many homeowners are looking at ways to make their property more energy-efficient. It could save you money on your bills, and there are other benefits [...]
Why you need to consider your retirement plans if you choose a longer mortgage
Data suggests that an increasing number of homeowners could be paying their mortgage past the traditional retirement age. While taking out a longer mortgage can be useful, it’s important to have a long-term plan so [...]
3 key autumn statement changes you need to be aware of for the new tax year
Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from April. Reviewing your financial plan could help you understand if you’ll be affected [...]







