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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
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
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
Article
The power of introductions
When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.
01/11/2025
2 min read
Blog
How Premium Bonds compare to Stocks & Shares ISAs
More cuts to Premium Bonds: Why a Stocks & Shares ISA could be the smarter choice.
16/09/2025
3 min read
Blog
Just switched jobs. How will my new role affect my finances?
How should you prepare financially for a new job or career change? We have put together a comprehensive list of financial planning must-dos when you move company, change career or get a promotion.
23/06/2025
4 min read
Blog
Topping up your state pension: Don’t miss the deadline
A deadline of 5th April has been set for people to check their National Insurance records and fill in any gaps going back as far as April 2006.
11/03/2025
3 min read
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