For many people making retirement plans, the main question they ask themselves is: Do I have enough money? However, while this is undoubtedly an important question, it only considers wealth,…
Divorce can significantly affect your client’s financial standing, as well as their future plans and long-term stability. They may see their household income fall, or they might have to sell…
The 2020s have been tumultuous so far. From the pandemic and AI developments to trade disputes and wars, the first six years of the decade have not been short of…
Whether you tend to focus on your retirement, supporting your children, or ensuring your loved ones will have enough when you die, the main aim of all financial planning is…
Welcome to the summer edition of the Bluesky Bulletin. In this edition, we recap 2026 so far, welcome the newest member of the team, and reflect on other events coming…
A divorce is always challenging for your clients because, as well as the emotional turmoil, they must consider the financial issues that may arise. Couples need to decide how to…
When you first think about financial planning, there’s a good chance that you may focus on the money benefits. For instance, you might want to invest your wealth, reduce your…
During her 2025 Budget, chancellor Rachel Reeves outlined several tax measures that could affect your finances. Among them was a change to Cash ISAs and how much you can contribute…
Without careful planning, Inheritance Tax (IHT) could take a sizeable chunk from the legacy you leave to your family and loved ones. Between April 2025 and March 2026, HMRC collected…
Working in the professional sector means meeting clients from all walks of life, and some may need more support than others. While some clients may have needs that are easy…
5 top tips for professional collaboration when working with vulnerable clients
A few months ago, we covered how to identify signs of financial vulnerability. But recognising that a client may be vulnerable is only the first step. The next question is:…
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How joint meetings can transform the client experience
Clients often come to professionals with problems that don’t fit neatly into one discipline. For instance, divorce often involves multiple financial considerations as well as legal issues. Estate planning involves…
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Why your clients need to review their life insurance policies after their divorce
Your divorcing clients may focus their efforts on reassessing key arrangements, such as dividing their assets, updating their wills, and agreeing on their childcare commitments. While all of this is…
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