For more than 300 years, estates in the UK have faced some sort of tax. Modern Inheritance Tax (IHT) dates back to 1894 when the government introduced a death duty…

If you’ve lost a loved one, it’s likely to be a hugely stressful time. As well as the emotional impact of grieving the loss of someone you have been close…

Working with a financial planner can seriously improve your financial wellbeing. This is something you’ll have read about a lot in our blogs, most recently when a study by Royal…

Dementia is a growing challenge. As we live for longer, it has become one of the most important health and care issues facing the UK and the wider world. In…

The new year is a great time to make changes. Whether you want to exercise more, lose weight, or change your diet, January gives you the perfect opportunity to do…

The festive season is nearly upon us, but in the days between Christmas and New Year’s Day, you may find yourself at a loose end once the board games are…

We have talked before about the close link between financial and mental wellbeing. A study by the Money and Mental Health Policy institute found that almost 46% of people with…

Over the years, we’ve talked a lot about the genuine value that financial planning can add. Indeed, just this month we’ve looked at a brand-new report which reveals that taking…

Over the years, one of our main aims has been to deliver a first-class service to clients. Indeed, we recently wrote about how our ownership structure is designed to ensure…