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Category: Investing and saving

How one of our advisers saved a client £14,000 in tax

Hugh Breach, Financial Adviser, describes how he advised a client and how they paid less tax as a result.

Hugh Breach

12 Feb 2020 6 min read

Category: Essentials

Drawing up a financial lifeline

We look at a novel way to help with planning your finances, and how our advisers can help.

Bruce Pearce

10 Feb 2020 5 min read

Category: Investing and saving

Chartered Financial Adviser’s top 10 tax saving tips

The upcoming budget announcement is a reminder to take advantage of the current tax rules in case they change next year. We share some tips to save tax this year.

Samantha Gibson, Chartered Financial Adviser

03 Feb 2020 5 min read

Category: Politics

What does the General Election mean for your tax bill?

Emma Wall and Tom McPhail discuss the proposed tax cuts and rises from the Labour, Conservative and Liberal Democrat manifestos

Emma Wall, Head of Investment Analysis

06 Dec 2019 min read

Category: Essentials

Are people in your area paying the most IHT?

We take a look at how much the taxman takes from estates in different parts of the country, and suggest some ways to reduce liability.

Bruce Pearce

03 Dec 2019 3 min read

Category: Politics

Liberal Democrat manifesto – pensions and personal tax

Tom McPhail takes a look at what the Liberal Democrat manifesto promises mean for your finances.

Tom McPhail, Head of Retirement Policy

02 Dec 2019 3 min read

Category: Essentials

What happens if you die without a Will?

We explain how writing a Will and preparing for inheritance tax could lessen the financial burden for your loved ones when you die.

Laura Burridge

12 Nov 2019 4 min read

Category: Investing and saving

Johnson versus Corbyn on money – what we know so far

Edie Bond takes a look at Johnson and Corbyn's proposals for tax, pensions and spending so far, and what this could mean for your money.

Edie Bond

11 Nov 2019 5 min read