News and Views


Keeping you up to date with what matters.

29 Sep 2022
Putting life on hold

Putting life on hold

Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making every effort to cut back, but it has a knock-on effect on their lifelong goals such…

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26 Sep 2022
UK Government Fiscal Statement 2022

UK Government Fiscal Statement 2022

Kwasi Kwarteng’s first set piece as Chancellor of the Exchequer was never going to be easy, even before the 0.5% increase in interest rates the day before.  The new Prime Minister Liz Truss revealed much of what we might expect before Mr Kwarteng spoke a word, so we already knew that there would be: a…

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20 Sep 2022
Inheritance Tax receipts reach £6.1bn

Inheritance Tax receipts reach £6.1bn

We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to have confidence that your children, grandchildren and those you hold dearest will be taken care of long into the future….

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30 Aug 2022
Wealth vs Health

Wealth vs Health

When you are off work due to an illness or injury, worries about how you are going to pay your bills can make an already stressful situation worse. So much so that many people are finding themselves in the very difficult position of having to put the need to earn money over their health by…

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22 Aug 2022
How to improve your financial health

How to improve your financial health

The cost of living crisis is putting immense pressure on many households across the country. In order to make ends meet, some people are cutting back on their spending and looking for ways to save money. One of the best ways to save money is to set goals. Setting financial goals can help you stay…

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15 Aug 2022
Consumer Duty

Consumer Duty

The FCA desires all firms to put their clients at the heart of their business by offering products and services that are fit for purpose and represent fair value. The FCA intends to do this by introducing the Consumer Duty, their new principle to ensure that “good outcomes” are the industry standard. The Consumer Duty…

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27 Jul 2022
Tips for a healthy pension as you approach retirement

Tips for a healthy pension as you approach retirement

As you approach the last five years before your retirement, there will be a lot of things to consider.  You’ll need to think about your finances, your health, your housing situation and your plans for the future to live comfortably in retirement. There will be lots of questions to ask: How much money will I…

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21 Jul 2022
Rising cost of living crisis

Rising cost of living crisis

The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This has made it difficult to make ends meet and has put a strain on many household budgets. Planning for the rising cost of…

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30 Jun 2022
Private wealth

Private wealth

Saving money for retirement is important because you’ll need a nest egg when you’re no longer working. The best way to guarantee an income when you’re in your golden years is to save and invest as much as you can now while you are still working. For the majority of people, pensions represent our biggest…

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