7 practical reasons to make a Lasting Power of Attorney now

A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found that less than half of…
Inheritance Tax could be scrapped to secure election votes

Reports suggest that the Conservative party will make scrapping Inheritance Tax (IHT) part of its manifesto pledge in a bid to secure the general election. Frozen tax thresholds meant HMRC raked in a record amount of IHT in the last…
Is your business benefiting from the recent interest rate rises?

Keeping some cash reserves set aside in your business is a sensible way to manage your cash flow. Setting aside a dedicated lump sum could help you to cover costs such as hiring a new employee, replacing outdated equipment, or…
70% of business acquisition deals fail. Here are some of the biggest reasons why

Selling your business is likely to be one of the biggest milestones in your career. It’s a momentous occasion but the process can be lengthy and complicated, often requiring a great deal of preparation and planning. Yet recent figures reported…
Baffling financial jargon means Brits are overlooking ways to boost their wealth

Brits are struggling with financial jargon and aren’t sure where to start with investing. It could mean some people are missing out on opportunities to increase their wealth. A survey from Lloyds Bank found that 50% of Brits say they…
A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors

Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be difficult to imagine life without this convenience. Yet, it wasn’t too long ago that the first supermarket was opening its…
5 powerful reasons to learn more about your pension today

For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s the perfect time to learn more about your pension savings. Despite pensions often being essential for reaching retirement…
Intergenerational wealth planning: Your options when passing on wealth to the next generation

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one…
6 practical ways to improve your cash flow so that your business can thrive

As inflation continues to stay stubbornly high in the UK, businesses and consumers alike are working hard to try and make their money go further. As a business owner, your cash flow may have taken a bit of a hit…
How can a holistic financial health check help you to achieve your life goals?

A holistic financial health check gives you and your planner a thorough understanding of your own personal finances and those of your business. It’s a comprehensive service that will dig deep into lots of different areas of your life and…

