As retirement is one of the key milestones in your life, there is almost endless information about pensions – and not all of it is true. Due to this, you…
In her Spring Statement, the chancellor, Rachel Reeves, commented on the government’s interest in reforming ISAs to encourage more investment in the economy. She claimed she intended to “get the…
The responsibility of supporting clients doesn’t always stop with their passing, as a key aspect of our assistance is to help ensure their wishes are honoured and their legacy remains…
The modern world is becoming increasingly challenging for younger generations trying to gain a financial foothold. With the burden of student debt, soaring house prices, and the rising cost of…
Inheritance Tax (IHT) planning often ranks high on the list of financial concerns, but many people still have misconceptions about how it works. Whether you’re planning to leave something behind…
Having a valid and up-to-date will is perhaps one of the more essential steps you can take to ensure your wishes are carried out after you pass away. If you…
Experiencing the loss of a spouse, partner, or other close family member is one of the most challenging events your clients can face. Alongside the grief, there’s often a daunting…
The UK is a generous nation, with data from the World Population Review ranking it as the third-most charitable country in Europe in 2025. Indeed, research reported by Policy Bee…
In recent years, AI has rapidly transitioned from the realm of cutting-edge research labs and science fiction into an integral part of our daily lives. Once the subject of futuristic…
Last year there was an interesting article in the Guardian about a teacher who was struggling to finalise her divorce as she had waited over three months for the Teachers’…
5 ways solicitors and financial planners can help vulnerable clients
Even if some of your clients seem fine on the surface, they may be vulnerable in ways that are far trickier to identify. While many manage these difficulties privately, some…
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What the modernisation of wills means for financial planners, solicitors, and our clients
Wills have long offered people around the UK a way to manage their estates and pass their assets on to their loved ones. Despite significant legal and technological advancements over…
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What the Standish case reveals about the importance of a joined-up team of professionals during a divorce
Navigating a divorce is always challenging for clients. If they want to make the process as smooth as possible and ensure assets are split fairly, they may benefit from the…
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