If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan. The […]
Financial advice can add real value to your life. Our guide looks at the ways financial advice can help you reach your goals and improve wellbeing. From improved financial security as assets grow to confidence in your long-term plans, financial advice can deliver numerous advantages. Research shows that financial advice benefits those that take it. […]
Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether for the first time or expanding your current portfolio, our new guide can help you understand what you should think about first. Among the topics covered in the guide are what to consider when choosing between saving and […]
The State Pension is an essential part of retirement planning and provides a foundation to build on. Whilst the basics are simple, it can be far more complex to understand what you’re entitled to and when than you’d think at first glance. Our Complete Guide to the State Pension is designed to help you figure […]
This guide looks at how retirement has changed in recent years and the challenges this presents approaching the milestone; from whether to continue working to generating an income since Pension Freedoms changed the retirement landscape. Click here to download your copy of the guide. We are here to help answer your questions. Call one of […]
Rising house prices and the difficulty in saving a deposit are a challenge for many home buyers. So, it’s perhaps no surprise that more and more young people are looking to parents and grandparents for help in getting onto the property ladder. The so-called bank of Mum and Dad is now the UK’s tenth biggest […]
Introduced over 150 years ago, National Savings & Investments (NS&I) aimed to encourage a culture of saving. With NS&I products your money is 100% secure and the products can make a great addition to your financial plan. Our latest guide explains why 25 million people have saved more than £167 billion with NS&I products, as […]
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