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
Trusted Financial Advice
News & Insights
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
Autumn Budget 2017Chancellor of the Exchequer, Philip Hammond, delivered his second Budget to Parliament on 22 November 2017.
In every Budget there ... Read More
Private medical insurance
There’s nothing more important in life than your health
Nothing is more important to you than your ... Read More
Income protection insurance
No one is immune to the risk of illness and accident... Read More
TFA is delighted to be working with the independently run Cornwall Estates in Padstow, sharing the same passion for providing pro-active professional and friendly advice ... Read More
Savings behaviour
UK pension system is sustainable but inadequate
It’s been estimated that 18% of earnings need to be saved each year to achieve an adequate income during ... Read More
Shopping around for a better deal
Consumers lost £130 million by sticking with the same pension provider in 2016
New research finds consumers could be missing out on ... Read More