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Financial Advice

Category: Financial Advice

5 ways to make gifts and save inheritance tax

Despite the rumours of a major Inheritance Tax (IHT) shake up, the tax was left untouched in the March Budget. We look at five ways you can plan and take action to reduce or eliminate your IHT liability.

Bruce Pearce

24 Apr 2020 3 min read

Category: Investing and saving

Financial Advice – 3 reasons why it pays to speak to an expert

With over 90% of people unlikely to ask the experts when getting financial advice, we look at three reasons why it could pay to get some help.

Nick Colman

18 Jan 2021 3 min read

Category: Investing and saving

How to tackle 3 common New Year’s financial resolutions

We explain how to make more of your money with 2021 New Year’s resolutions.

Jason Roberts

30 Dec 2020 3 min read

Category: Investing and saving

Financial planning – 4 things to factor into your financial plans in 2021

Here are 4 things to look out for when planning your finances in 2021.

Nick Colman

18 Dec 2020 5 min read

Category: Investing and saving

Three ways to prepare your finances for Brexit

With the Brexit deadline looming and Boris Johnson’s warning of a no-deal, we look at three ways investors and savers can ‘Brexit-proof’ their finances.

Bruce Pearce

17 Dec 2020 2 min read

Category: Investing and saving

The Three Pots Rule – how to use it to help reach your financial goals

Financial Adviser, Bradley Clark, looks at how investors and savers can reach their financial goals using the three pots rule

Bradley Clark

30 Nov 2020 6 min read

Category: Essentials

Could we help you reduce your tax bill?

How we can help to potentially reduce tax bills

16 Nov 2020 3 min read

Category: Financial Advice

Responsible investing – a financial adviser’s view

HL financial adviser, Steve Nowosad, gives his view on responsible investing.

Steve Nowosad

02 Nov 2020 3 min read