News

11 Jun 2024
Supporting Joey’s Journey

Supporting Joey’s Journey

Each year, our team choose a charity to support throughout the next 12 month period.  Back in Spring 2023, we chose the Children’s Cancer & Leukaemia Group (CCLG) – specifically the Joey’s Journey Fund. Joey was born in 2020 and was very quickly diagnosed with congenital glioblastoma – a brain tumour.  Joey needed emergency surgery…

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16 May 2024
Changes to Individual Savings Accounts in 2024

Changes to Individual Savings Accounts in 2024

Individual Savings Accounts (ISAs) offer a versatile and tax-efficient way to save for the future, whether for yourself, your children or grandchildren. Now that we have entered the new financial year, on 6 April 2024, significant changes to ISAs have been introduced.  Since 6 April, savers and investors have had a more flexible approach to…

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30 Apr 2024
Proactive retirement planning

Proactive retirement planning

A recent study reveals a promising trend among 45-54-year-olds in the UK[1]. Six out of ten individuals in this age group are actively working towards bolstering their retirement savings[2]. These mid-lifers are prioritising their future financial stability, implementing changes in their current spending habits to ensure they can support themselves later in life. The measures…

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16 Apr 2024
The gift of giving

The gift of giving

In the unfortunate event of one’s passing, there’s a possibility that HM Revenue & Customs (HMRC) may levy an Inheritance Tax (IHT) bill on the deceased’s estate. The estate’s total value determines the sum due after deducting any debts and applying all possible thresholds. Two thresholds that come into play are the nil rate band…

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18 Mar 2024
Wealth accumulation

Wealth accumulation

With the ever-evolving landscape of investment, it’s not hard to see why it might appear daunting. The investment world is equivalent to a living, breathing entity constantly evolving and changing. It’s a landscape that never remains static, mirroring the dynamic nature of global economies and financial markets. Market conditions are like shifting sands, unpredictable and…

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7 Mar 2024
Budget 2024

Budget 2024

The early trailers in January 2024 for what is probably Chancellor Jeremy Hunt’s last ‘fiscal event’ featured Prime Minister Rishi Sunak promising “more to come” on tax cuts.  At the time, Mr Sunak’s bullish viewpoint puzzled some commentators because the Treasury had yet to receive even an initial assessment of the UK’s financial health from…

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