Why the right Trust matters for estate planning
Hugh Austin, Chartered Financial Planner, explains why choosing the right trust matters when planning how your estate will be passed on.
The role of tax wrappers in diversification
Tax wrappers can help make your investment strategy more flexible, tax-efficient and resilient. Calum Lockhart, Chartered Financial Planner, looks at how they can support your wider financial plans.
Pensions and Inheritance Tax: Are you prepared for the changes?
With less than 12 months to go until pensions come under Inheritance Tax rules, Alison Clifford, Private Client Adviser, sets out the ways in which you can prepare.
The Bank of Mum and Dad – is this the end?
Historically young people have turned to older generations for financial help, but are the tides turning? Amit Ladwa, Private Client Adviser, has explored the idea that the bank of mum and dad is coming to an end.
IHT planning – give a festive gift that lasts
With careful Inheritance Tax planning, you can give a gift this festive season that keeps on giving. Calum Lockhart explains how to ensure more of your wealth passes on to those you care about.
November 2025 Budget: What can we expect?
With news of potentially significant changes in the 26 November Budget, Liz Webb, Chartered Financial Planner outlines some areas the Chancellor may look at, and why staying calm and prepared is key.
Pension and Inheritance Tax – changes you should know
New rules on pensions and Inheritance Tax are set to reshape estate planning. Anna Dawson, Private Client Adviser, highlights the impact of these changes and steps you can take to protect your wealth for future generations.
Trusts – are you meeting your responsibilities?
Trusts can be a powerful tool in protecting your financial legacy but managing them comes with important responsibilities. Keith Harrison, Private Client Adviser, explains how trusts work and what every trustee needs to know.
Plan ahead to protect more of your wealth
As you get older, it’s important to organise your estate so that more of your hard-earned wealth is passed on to your loved ones tax efficiently. We explain how to protect more of your wealth.
Reduce your IHT bill by making lifetime gifts
Graeme Wolfe discusses how gifting can help you to pass on more wealth tax efficiently by reducing the value of your estate.
Are you saving enough for the next generation?
With both increasing life expectancy and many workers struggling to save, this is creating a ‘perfect storm’ for future retirees from the younger generations. We look at how you can help future generations.
What’s the future of Inheritance Tax?
With record receipts generated over the past year, we look at the potential future of what’s often branded as Britain’s ‘most hated tax’ and actions you can take.