Blog Posts

An Introduction to Employee Benefits

Simply put, employment benefits are additional forms of compensation offered by employers on top of a normal salary. These become more and more important as companies compete globally for the best talent, making these benefits essential to most organisations’ reward strategy.

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A Short Guide to Wealth Management

First of all, how do we define wealth management? On our own website we put it like this: “Imagine all of your assets, pensions, investments, cash as one big pot aiming to provide you with the standard of living you expect now and in the future.

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How to Prepare Financially for Illness

It’s not something we like to think about but preparing for the worst really is the best thing you can do. Growing older is an inevitability and, sometimes, illness comes with that process. The British Heart Foundation, for instance, has said that by 2035, the number of diabetics in the UK will have risen from […]

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A Financial Planner’s Frequently Asked Questions

If you have never consulted with a Financial Planner, you may not know what to expect, which is why we have endeavoured to answer some of our client’s most frequently asked questions here. What is a platform? A platform is somewhere where you can invest your money in one place in several different tax wrappers […]

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5 Tips for a Financially Smart Holiday

Holidays are often the highlight of our years – but they can be pricey. There are ways to make the most of your money, before and during your travels, if you plan a little in advance.

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A Beginner’s Guide to Investing 

Investments can be used to make more money from savings or other cash. However, they can also be unpredictable, going down as well as up. So, when choosing a potential investment, it is often best to consult a Financial Adviser who can help you make an informed decision. 

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Inheritance Tax: What is it and How Can it Affect You?

You may have heard of Inheritance Tax (IHT) but do you know whether or not you or your family will be affected by it? We have produced a simple guide to explain exactly what this tax entails and if it is relevant to you.   What is it? Simply put, IHT is a tax on […]

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Retirement Planning: A Checklist

Retirement should be a time of relaxation and happiness after years spent on families and careers. Whether you want to travel, settle down or embark on a new endeavour, planning is essential to a successful retirement. We have put together a checklist of things to make sure you are prepared no matter what comes your […]

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The Pros of Long Term Equity Investment

In the midst of Brexit and the appointment of a new Prime Minister, there is an inevitable air of uncertainty in the UK.

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Independent Review Calls for Inheritance Tax Revision

Inheritance Tax (or IHT) is the tax owed on the estate (the property, money and possessions) of a person who has died. You can find out more about who needs to pay this tax and how much it is here* but one of the most important facts about IHT is the seven-year rule.

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