Inheritance tax cut on the cards
The Prime Minister Rishi Sunak is said to be considering cutting Inheritance Tax (IHT) ahead of the next general election in 2024. According to a…
Periods of change: Four ideas to help advisers thrive
This article first appeared in Professional Adviser. Creating a more manageable environment for advisers. 2023 is shaping up to be a big year for…
Faster State pension age rise paused: what it means for you
The Government has abandoned plans to bring forward the increase in the State Pension age, at least for the time being. Claims surfaced in January…
The ins and outs of insurance protection
Households have come through Winter and things could be looking up for energy bills. The threat of power cuts failed to materialise, but many…
Energy market update: what’s happening to household bills
Households have come through Winter and things could be looking up for energy bills. The threat of power cuts failed to materialise, but many…
Thinking ahead: A strategy for attracting younger clients
This article first appeared in Professional Adviser. Five ideas to consider when thinking about a younger client base. This blog explores how…
Could you soon be working a four-day work week?
Four-day work weeks could soon be the norm after a major study found considerable benefits for workers and businesses. The study, which involved 61…
The pros and cons of getting a smart meter
Smart meters have been a contentious program encouraged by the Government as it looks to make the way households record their energy usage more…
High earners are failing to claim pension tax relief – how to claim
High earners have failed to claim around £1.3 billion in pensions tax relief in the last five years, according to figures obtained by pension…
Budget Statement Spring 2023 Summary
The “Back to Work Budget” could create a quiet revolution in financial planning outcomes Chancellor Jeremy Hunt’s Spring Budget 2023 took place…
Use it or lose it: last financial orders before the end of the tax year 2022/23
The tax year is soon to come to a close, and with it, any allowances that may have gone unused. This year is possibly the most important of recent…
Bank of England hikes rates again – where does it go next?
The Bank of England chose to hike rates again on 2 February 2023 by 0.5%, bringing the headline base rate to 4%. The hike brings the base rate to its…