Medical & General Financial Solutions Ltd

Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026. Continue reading →

Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Yet, gifting doesn’t always mean that assets are excluded from your estate when calculating IHT. Find out what you need to know. Continue reading →

Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of. Continue reading →

Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that might prevent you from repeating the error. Continue reading →

Organising your finances and planning your future are important tasks. Yet, it’s something that many people put off. Procrastination isn’t simply a lack of discipline. It’s often linked to stress or a fear of failure. Working with a financial planner could help overcome these obstacles. Continue reading →