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Article
Spring clean your finances: 10 financial planning essentials 4 min read
13/04/2026
Here are ten steps worth taking, and a few pitfalls worth avoiding.
Financial Planning
Tax rates & allowances
How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2026 to 5 April 2027.
06/04/2026
5 min read
Article
Ten higher-rate tax saving tips and strategies
A further 2.7 million people, according to the Office for Budget Responsibility (OBR), will be paying higher rate tax by 2028/29 due to frozen tax thresholds.
16/03/2026
4 min read
Article
How to protect yourself from pension and investment scams
March is fraud prevention month. Here are simple steps to keep your pension and investments safe from fraudsters.
01/03/2026
3 min read
Article
Inheritance tax planning: Strategies to protect and preserve your wealth
Inheritance tax now tops half a million pounds for almost one in ten estates.
27/02/2026
3 min read
Blog
Tax year end 2025/26 | Important dates
Tax year end is nearly upon us.
25/02/2026
2 min read
Article
Understanding your risk profile
How your risk profile shapes your investment choices.
19/02/2026
5 min read
Blog
Charitable giving in your Will: The true impact on Inheritance Tax
There are many reasons why you might gift some money to charity, but many are unaware of the Inheritance Tax benefits.
03/02/2026
3 min read
Article
Important money dates for 2026
A rundown of the key dates and major money changes in 2026 that could affect your finances.
01/01/2026
3 min read
Article
Unpacking the Autumn Budget 2025: The key announcements from Chancellor Rachel Reeves
Our roundup of the Autumn Budget changes most likely to affect your financial plan.
26/11/2025
4 min read
Blog
Financial Services Compensation Scheme limit rises to £120,000
As of December 1st, the Financial Services Compensation Scheme limit will rise to £120,000 from the current rate of £85,000.
20/11/2025
2 min read
Blog
5 top financial planning tips for the self-employed
Are you self-employed? If so, it’s essential to be proactive about your finances.
06/11/2025
4 min read
Blog
Talk to us about taking financial advice – book a free consultation
Organising your personal finances is important to you, and that’s why we believe the process begins with getting to know you – understanding your needs and goals, while you get to know us.
04/11/2025
3 min read
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