Latest News

Inflation has cost savers £113 billion in real terms in the last year

Published: October 5, 2023 by Jennifer Armstrong

High inflation over the last year has collectively cost savers billions of pounds in real terms, according to an Independent report. Have you considered the effect the rising cost of living could have on your wealth? While inflation may not … Continue reading

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

Published: by Jennifer Armstrong

Figures suggest more families are gifting to avoid Inheritance Tax (IHT). While passing on assets to loved ones may seem like a clear solution, it isn’t always so simple.  More estates are becoming liable for IHT as thresholds for paying … Continue reading

HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability

Published: by Jennifer Armstrong

The latest release from HMRC shows it collected a record £16.7 billion in 2021/22 through Capital Gains Tax (CGT) – a 15% increase on the previous tax year. Cuts to a tax exemption could mean CGT receipts might climb even … Continue reading

3 valuable reasons your financial reviews are important

Published: by Jennifer Armstrong

Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential.   Often, it’s advised that you review your financial plan once … Continue reading

Investment market update: August 2023

Published: September 7, 2023 by Jennifer Armstrong

Globally, signs suggest the pace of inflation is slowing. However, businesses in some sectors are struggling and weighing on economies. Read on to discover some of the factors that affected investment markets in August 2023.  According to a Purchasing Managers’ … Continue reading