How to access wealth that’s locked away in your home 10th October 2023

Are you considering how to access the wealth that’s locked away in your home? There’s more than one way you could release property wealth later in life.  There are lots of reasons why you may want to access the money that’s tied up in your home. Perhaps you want to use the money to fund […]

Read more
How to make happiness part of your financial plan

People often think of their financial plan as a way to grow their wealth and provide financial security. You might consider areas like your pension or financial protection to be core parts of your financial plan. Yet, while they’re important, your happiness is essential too.  Financial planning is about helping you reach your financial goals, […]

Read more
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

Figures suggest more families are gifting to avoid Inheritance Tax (IHT). While passing on assets to loved ones may seem like a clear solution, it isn’t always so simple.  More estates are becoming liable for IHT as thresholds for paying the tax are frozen. The Office for Budget Responsibility predicts HMRC will collect £8.4 billion […]

Read more
Financial security is the most important retirement goal for 9 in 10 Brits

When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet, a survey found the most common goal for retirement is to achieve financial security.  According to Legal & General, a huge 94% of Brits say their most important retirement dream […]

Read more

Request a callback

Enter your details below and a member of our team will be in touch.

    Please read our Privacy Notice.

    Please click this box to confirm you fully understand and accept the Privacy Policy.