‘Empty nesters’ plan to downsize
Convenience rather than cash is the biggest motivation
There are plenty of reasons why moving into a smaller home makes sense, and more ... Read More
Trusted Financial Advice
Category: Wealth
Power of Attorney
Planning for the unexpected
A Power of Attorney is a legal document that allows you to give someone else the legal authority to act on ... Read More
Savings black hole
Inflation set to erode Britain’s £60 billion cash savings
Millions of Britons could see their savings shrink, as they don’t know how to shield them ... Read More
Growing care costs
Ageing population faces significant funding crisis
As part of Budget 2017, Chancellor Philip Hammond announced an extra £2 billion of funding for social care and ... Read More
Setting up a trust
Reduce how much IHT your estate will have to pay on your death
The structures into which you can transfer your assets can have ... Read More
Bank of Mum and Dad
The UK’s most lenient lender?
The Bank of Mum and Dad is potentially the UK’s most lenient lender. Its relaxed approach means it ... Read More
Your wealth. Your legacy
Families shying away from difficult conversations
If you have significant assets, you may be wondering whether Inheritance Tax (IHT) affects you. Worryingly, some families appear ... Read More
Priceless education
Choosing an independent school is a serious investment
Parents or grandparents wishing to give their children or grandchildren the benefit of an independent education face startling ... Read More
Protect the things that mean the most to you
Cohabiting families risking their family’s financial future
The lifestyle of our loved ones may be seriously compromised if we ... Read More
Making a Will
An essential part of your financial planning
We spend our lives working to provide for ourselves and our loved ones. You may have a house ... Read More