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A grandfather and grandson playing with a toy plane outdoors.

Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Published: February 7, 2025 by Jennifer Armstrong

Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family and friends. If your estate is worth more … Continue reading

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Business owners: 5 reasons you could benefit from saving into a pension

Published: by Jennifer Armstrong

Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure now and in the future. Yet, focusing all your attention on your business could mean you miss alternative ways to … Continue reading

A woman in her 60s checking something on her mobile phone.

State Pension: Everything you need to know in 2025/26

Published: by Jennifer Armstrong

For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State Pension or it’s still some years away, here’s what you need to know in 2025/26. In the 2025/26 tax year, … Continue reading

The perils of chasing stock market “winners”

Published: December 11, 2024 by Jennifer Armstrong

Following the stocks and shares that have experienced impressive returns can seem like fun and a way to make the most out of your investments. Yet, a study indicates that following the crowd and investing in companies that are being … Continue reading

The pros and cons of choosing joint life insurance

Published: by Jennifer Armstrong

If you and your partner are considering taking out life insurance, one question you may want to answer is: Would single or joint life insurance be better suited to us? Life insurance is a type of financial protection that would … Continue reading