Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan.

The guide […]

December 15th, 2020|Articles|0 Comments

Your 2020 Spending Review summary

Chancellor Rishi Sunak has unveiled the government’s spending plans for the coming year in his Spending Review given on Wednesday 25 November.

A Spending Review sets out how the government plans to spend money and what each department will receive. It covers a range of areas, like health, policing, and education. It also covers public sector […]

November 25th, 2020|Articles|0 Comments

Guide to ESG investing

Taking ESG (environmental, social and governance) factors into consideration is a growing trend among investors. But what does it mean and why would you look at these areas when making investment decisions?

Our latest guide explains the basics of ESG investing. According to the Investment Association, 26% of all UK assets use ESG factors in some […]

November 12th, 2020|Blogs & Vlogs|0 Comments

Revealed: The value of financial advice

Financial advice can add real value to your life.

Our guide looks at the ways financial advice can help you reach your goals and improve wellbeing. From improved financial security as assets grow to confidence in your long-term plans, financial advice can deliver numerous advantages. Research shows that financial advice benefits those that take it. Through […]

November 11th, 2020|Blogs & Vlogs|0 Comments

Millennials struggle with homeownership: 5 things that could help

Getting on the property ladder has always been a struggle. But a combination of soaring rents, rapidly rising house prices and stagnant wages means many millennials are worrying they’ll never be able to purchase their own home.

For the millennial generation, the oldest of which are now approaching 40, never owning a home could become a […]

October 5th, 2020|Blogs & Vlogs|0 Comments

8 things you should do before taking out home insurance on your new property

Once you’ve purchased a house, there’s a lot of excitement and things to do. But one thing you shouldn’t overlook is home insurance. If something happens to your home, insurance can help cover the cost and mean you’re able to focus on what’s important without having to worry about how you’ll pay for the damage.

With […]

October 5th, 2020|Blogs & Vlogs|0 Comments

4 strategies for better budgeting

We all know that budgeting is important. It can help us make the most of our money and identify where savings can be made. A budget can help you meet goals, whether they’re just a few months away or you’re looking many years ahead.

While a budget is likely to conjure images of complicated spreadsheets or […]

October 5th, 2020|Blogs & Vlogs|0 Comments

Financial planning week: 10 steps to take before New Year

This month marked financial planning week, which aims to showcase the benefits of financial planning, from the financial gains to improved wellbeing. To celebrate this, we’ve got a checklist of steps you should take before 2020 ends to ensure you’re on track.

1. Think about your lifestyle goals

The financial steps you make should be linked […]

October 5th, 2020|Blogs & Vlogs|0 Comments

10 ways to free up money so you can save more

Lockdown has turned us into a nation of savers. People in the UK usually save around £4 billion a month, but New Model Adviser reports that, during the spring, this figure rose to an impressive £25 billion.

Of course, it was easier to save when lockdown reduced your ability to spend. Staying inside and working from […]

October 5th, 2020|Blogs & Vlogs|0 Comments

5 steps the self-employed should take to prepare for retirement

More people are becoming self-employed and it’s a step that’s been linked to improved wellbeing. But it can mean your financial security falls, particularly when looking ahead to retirement. For self-employed workers, it’s important to take steps that can ensure your financial security in the long term.

According to research from the Institute of Fiscal Studies, […]

October 5th, 2020|Blogs & Vlogs|0 Comments