The Relief Business Property Relief (BPR) is Inheritance Tax legislation that’s been established since 1976. It allows qualifying assets to be passed on free from inheritance tax once they’ve been…
Investing in stocks and shares (or funds that contain them) will always come with a risk that the value can fall. There are numerous factors that affect the markets and…
When investing, you naturally want to maximise the returns delivered as much as possible. But the markets can be volatile and at times, you’re likely to see the value of…
Since Pension Freedoms were introduced in 2015, Annuities have fallen in popularity. Instead, many modern retirees prefer to choose the flexibility offered by other options. But Annuities can still provide…
Final Salary pensions are often seen as gold-plated and an attractive way to fund retirement. However, a number of people are choosing to transfer out of these pensions in favour…
When it comes to making decisions, there are a whole host of factors that have an influence. It is no different with financial decisions, including investing. While we know they…
In October 2018 we witnessed the return of volatility in investment markets. The previous ten years had provided steady returns, known as a bull market, since the financial crash of…
There is precious time left before tax year end on April 5th. Don’t leave your tax planning to the last minute; there are valuable allowances to use before it’s too…
With New Year celebrations behind us, it’s time to start focusing on goals and plans for the upcoming 12 months. Looking at what 2019 holds in terms of finance might…
Choosing to divorce is rarely an easy decision to make, and it’s often one that people grapple with for months or even years before moving forward. There are many reasons…
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…
Read more
4 reasons cashflow modelling can be useful in divorce
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…
Read more
Sharing knowledge: how to identify signs of financial vulnerability
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…
Read moreGet in touch
Find out more about how we can help