Recent research shows a significant change in savings attitudes, with over half of UK Cash Individual Savings Account (ISA) holders willing to explore the investment market. For the 2025/26 tax year, this offers a notable chance for savers to grow their wealth beyond the returns from traditional cash accounts. Since their introduction over twenty years…
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Yesterday, the Drumnor Progressive portfolio was placed second out of 342 growth portfolios for performance to the end of December. This is based on three-year performance data from Defaqto. Again, congratulations to the Drumnor team for achieving these results and recognition. To read the FTAdviser article which was originally published on the 11th February 2026,…
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Considering the later years of your life is an essential part of financial planning, especially when it involves how your assets will be distributed after you pass away. Many people think about gifting their dependents or family members an early inheritance. However, this requires careful planning and a solid understanding of inheritance tax rules to…
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The Drumnor Model Portfolios (MPS) came out top in terms of performance in 2025 for three categories and were highly placed in the other sectors in a report published by Trustnet. Trustnet are a leading financial research website, and these results take into account around 1,500 different models. To read the Trustnet article which was…
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In an era when job changes are common, millions of people in the UK risk losing touch with their hard-earned retirement savings. New research highlights a concerning gap in financial awareness, with many individuals potentially missing out on a significant part of their future income because pension pots from previous jobs have been forgotten. The…
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An Individual Savings Account (ISA) is highly effective for anyone looking to save or invest money in a tax-efficient way. An ISA functions as a wrapper that shields your savings and investments from tax. Any interest, capital gains or dividends earned within an ISA are completely tax-free, enabling your money to grow more efficiently than…
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Our very own Chartered Financial Planner, Adam Rutter, appeared in the Financial Planning Today Magazine. To read the full article, click here (pages 16-17)
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Half of the UK’s working population believes they would feel more financially resilient if they had income protection insurance in place. Despite this, only about a quarter of workers currently hold a policy[1]. The findings emphasise a growing concern across the UK workforce: while many recognise the importance of safeguarding their income, few have taken…
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Starting a family is one of life’s most fulfilling experiences, but it’s also among the most costly. From baby essentials and daily expenses to long-term aims like university savings, the cost of raising a child in the UK continues to rise each year. According to the Child Poverty Action Group, the basic cost of raising…
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Death and money are two of life’s unavoidable realities, yet they remain subjects many of us hesitate to discuss. This reluctance often extends to inheritance, a topic filled with discomfort for many families. The consequence of this silence is significant, as an increasing number of estates are affected by Inheritance Tax (IHT), and disputes over…
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