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…
5 myths about Inheritance Tax debunked
17th July 2025
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7 life events you should update your will after, and why it’s essential to do so
17th July 2025
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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…
Supporting bereaved clients: 4 ways solicitors and financial planners can help
17th June 2025
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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 financial, emotional, and social benefits of supporting a small, local charity
17th June 2025
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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…
The risks of using AI for financial advice
17th June 2025
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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…





