News and Articles


Why you Should Make a Will

By | Financial Planning | No Comments
When you die, your will leaves clear instructions on what should happen to your money, possessions and property, known collectively as your estate. If you die without a will, this will be decided for you…
Health and Life Insurance

Types of Health and Life Insurance to Consider

By | Insurance | No Comments
Permanent health insurance, or income protection, is one of the most important types of insurances you can own. Without this valuable cover you could be leaving yourself vulnerable to adverse long-term financial implications for you…
Review your Pension

When was the Last Time you Reviewed your Pension?

By | Pensions | No Comments
As with all financial planning regular reviews are imperative to monitor the progress and performance of your efforts and determine whether the performance is on target or whether it could be time to make amendments…
Residence Nil-Rate Band

What is the Residence Nil-Rate Band?

By | Financial Planning | No Comments
In April 2017, a new inheritance tax nil-rate band of £100,000 was introduced, this covers the main residence or other qualifying property the deceased lived in when it is passed to descendants. The new residence…