News & Insights

The following is a list of news articles that you may find interesting.


  • New Year Financial Planning

    7th January 2016

    Traditionally, the New Year is the time when resolutions are made. Some may be kept, some may fall by the wayside however it is a time when planning and change are forefront on peoples mind. Read more »

  • Recent market volatility

    28th August 2015

    Recent market volatility – please find below commentary regarding the recent market volatility from independent research specialists Rayner Spencer Mills. Read more »


    9th March 2015

    We are now just weeks away from some of the most significant changes ever seen in pension legislation coming into effect and the impact will be felt by everyone. Thankfully the changes are for the better this time. Read more »

  • Death of key people could result in 2 in 5 businesses folding

    24th February 2015

    At a recent seminar held in conjunction with John McKee solicitors, we highlighted the problems which could be faced by many businesses should key people exit the business through death or serious illness. We also highlighted problems which may be encountered when trying to make sure the business remains in the hands of the right people following the death or serious illness of an owner. Read more »

  • How are those New Year’s Resolutions going?

    16th January 2015

    Now a few weeks into the New Year, I wonder how everyone’s New Year’s Resolutions are going? Read more »

  • The importance of professional connections

    10th November 2014

    Landscapes are changing, market places are evolving and regulation continues to develop and change for financial, legal and tax professionals. Financial planners, lawyers and accountants all have their own professional bodies, regulators and codes of conduct. Legislation and interpretation of rules is a constantly moving feast. However, in spite of ongoing change in these professions, there remains one constant. The client. Read more »

  • Wealth can be passed down from generation to generation.

    6th October 2014

    Wealth can be passed down from generation to generation. At least through pension funds! Those looking to pass on their pension fund received a boost when the Government confirmed they are following through on their promise to scrap the current 55% tax charge on death. This means the tax system will no longer penalise those who draw sensibly on their pension fund, making pensions a very attractive wealth transfer wrapper. Read more »

  • IHT Ignorance as tax take hits £3.4BN

    19th August 2014

    More than £3.4bn was paid to the Treasury in inheritance tax (IHT) during the past tax year, marking a 9% increase on the previous year, according to figures published 1st August by HMRC through the Office of National Statistics. (ONS ). Read more »

  • 2015 Pension freedom gets the green light

    25th July 2014

    The Government has given a clear green light to the radical rewriting of the pension rule book. The Government response to the 2015 ‘freedom & choice' consultation delivers on the Chancellor's Budget promise of much more pension flexibility and provides further detail on some of the changes which will be available from next April. Therefore clients can start to plan with confidence based on these new measures. Read more »

  • It's NISA Season!

    1st July 2014

    In some of our previous articles we touched on the new ISA, or “NISA”, rules introduced in the last budget. But now the time has come and the much publicised changes to the ISA rules take effect from today, 1st July 2014. Read more »

  • Seeking Wealth Management Advice - A Growing Need

    9th June 2014

    Increasingly there are more of us who have either created or acquired capital, or who earn higher incomes than average, and whose circumstances are sometimes more complicated than usual. But being wealthier also brings with it the associated problems of how to preserve that wealth and how to shelter it from the burden of higher taxes Read more »

  • Pensions Reform and Automatic Enrolment

    27th May 2014

    The Government estimates that about seven million people are currently not saving enough for their retirement, and as a result is putting the onus on employers to help encourage their employees to save. Between 2012 and 2018 all employers will have to automatically enrol all eligible employees into a qualifying pension scheme and make contributions to their plan. Read more »

  • The Post Budget Report

    14th April 2014

    The Budget in March has thrown up a number of radical changes and I shall highlight some of these which are more relevant to savings and pensions. Here are some questions which have been asked post budget. Read more »

  • What a difference a day makes - Year End Financial Planning

    25th March 2014

    The tax year end always provides financial planning opportunities and deadlines. Despite the Budget on 19th March which was generous in many regards to savers and investors, there are still some actions that should be looked at ahead of the tax year end on Friday 4th including; Read more »

  • Reduction in Pension Allowances April 2014

    13th March 2014

    Many pension savers in the UK risk suffering considerable tax charges as a result of the latest cut in the Lifetime Allowance (LTA). If you are one of them we would urge you to take action immediately. Read more »

  • We have just launched our new website

    We have just launched our new website

    27th February 2014

    We have just launched our new website Read more »



There are no press articles currently available.