How regular reviews can reduce the uncertainty of retirement

While planning for the future will always carry a degree of uncertainty, regular reviews can help to avoid any nasty surprises.

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How to handle the FCA’s crackdown on home working

Our Risk and Compliance Director, Steven Poulton, shares some of the key conversations with our own advisers on the dos and don'ts of remote working…

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Women must save £185,000 more during their careers to match men’s retirement income

Women have to save up to £185,000 more than men during their careers to match what men will earn in retirement, according to research from Scottish…

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reducing tax liability

Retirement planning: the key to being well-prepared for your golden years

Planning for your own retirement is a tricky topic. There are many variables to consider, and each individual has a specific set of circumstances and…

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Treasury drops Capital Gains Tax and Inheritance Tax reform plans – here’s what you need to know

The government has ditched plans to reform and possibly hike Capital Gains Tax (CGT) and Inheritance Tax (IHT), in a move that would have likely hit…

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The new social care cap: how does it work, and how much will I pay?

After years not addressing the issue, the government has finally moved to implement new rules for the funding of social care. While the government…

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Chairman's Blog

Key considerations before launching your own advice firm

This article first appeared in Professional Adviser. I implore budding advice business owners to ask themselves some hard truths before they embark…

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Rishi Sunak’s Autumn Budget: what it means for your money

The Chancellor, Rishi Sunak, has delivered the government’s Autumn Budget. The measures contained within it set the tone of the UK’s finances for the…

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NS&I Green Bonds – what are they, and is there a better alternative?

National Savings & Investments (NS&I), the government-backed savings provider, has launched its first ever green bonds. So, what is the deal…

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Rishi’s rising tax burden makes good wealth management a top priority

With the new Budget delivered by Chancellor Rishi Sunak, the tax burden on ordinary citizens of the UK is now at its highest level in 70 years. From…

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Rising bills: here’s what to look out for to keep you on financial track this winter

With the economy roaring back to life as we emerge from the pandemic, household costs are rising fast to meet rising demand for certain goods and…

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