Login

News

Breaking the retirement mould – flexi is the future

As life expectancy increases, workers are abandoning the idea of spending a whole career with one company  More workers are embracing non-linear career journeys by retraining, switching industries and taking extended breaks  As working lives become more fluid and career paths less predictable, seeking financial advice is essential  More than four in 10 Brits expect to pursue […]

Read More
Money – in the news

Many UK adults don’t feel confident their family would be financially secure if they unexpectedly died  Women were less certain about their family’s financial resilience and 45-54-year-olds were the least confident age group  A survey found that only four in 10 working people aged 60-69 feel ready for retirement  Would your family be financially resilient without you?  Only one in five […]

Read More
News in Review

In its first meeting of the year, the Monetary Policy Committee voted to retain Bank Rate at 3.75%  According to Halifax, the average house price has surpassed £300,000 for the first time  S&P Global data shows that the UK services sector experienced strong growth in January  “We now think that inflation will fall back to around 2% by the spring”  In […]

Read More
Key changes in the housing market

Landlords face reduced rental profitability as Income Tax on property earnings rises by two percentage points  The Lifetime ISA will be phased out and replaced by a simpler product   High-value homeowners may reconsider property decisions as new Council Tax surcharges target homes over £2m  Although November’s Budget announcements may now feel like a distant memory, several measures introduced at the […]

Read More
Small pension boost can make a big difference

Even small increases in pension contributions can substantially enhance retirement savings through compound investment growth  Modest, consistent contributions over a career significantly boost long-term financial security and quality of retirement life  Do your future self a favour with a one-off lump sum payment or incremental monthly increases.  Everyone knows that a healthy pension pot is crucial for a comfortable […]

Read More
News in Review

Keir Starmer claims China visit successful in rebuilding ties and securing visa-free travel and whisky tax cuts The government has revised its business rates following a backlash from pubs and music venues  The Lifetime ISA is expected to be replaced by a new product due to launch in April 2028  “China is a vital player on the global stage and it is vital that we build a more […]

Read More
Keep your home safe this winter

Check your home is protected against bad weather, such as freezing temperatures, high winds and heavy downpours  Insurers paid out £585m for weather-related damage to homes and possessions in 2024, so check you’re adequately covered   Make sure your boiler is serviced annually, identify fire hazards in your home and test smoke alarms.  Frozen pipes. Blocked gutters. Damp rooms. The winter months can take their toll on […]

Read More
Retirement ready in 2026?

Only 40–50% of UK’s Baby Boomers are on track to maintain their current lifestyle in retirement  Only 6% of Gen X have a written retirement plan, despite nearing the end of their working lives  Whatever your level of wealth, expert advice can help bridge the gap between retirement hopes and financial reality  The start of a new year is an ideal […]

Read More
Economic Review January 2026

UK economic momentum strengthened into 2026, with GDP rebounding and business surveys signalling improving private sector confidence  Inflation ticked higher in December, but economists expect the rise to fade as temporary factors unwind  Markets delivered solid January gains despite volatility, while labour demand softened and consumer confidence edged higher  UK growth rate stronger than expected  […]

Read More
Kick off 2026 on top of your tax numbers

Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year  You can contribute as much as you like into your pension, but there’s a limit on the amount of tax relief you will receive each year  You can make gifts worth up to £3,000 in each tax year, these gifts will be exempt from IHT […]

Read More