News and Articles

Lump sum vs regular contributions

By | Investments | No Comments
As an investor, one of the biggest questions you may face is how to invest a pot of money (e.g. from an inheritance windfall). Should you invest it all at once, as a lump sum,…

The Autumn Statement 2023

By | Financial Planning | No Comments
Jeremy Hunt delivered the Autumn Statement on 22 November following weeks of speculation about potential tax cuts. The headline measure, a reduction to National Insurance Contributions was something of a surprise. Beyond this, economic measures…

The benefits of family financial planning

By | Financial Planning | No Comments
HMRC is continuing its trend of taking more in inheritance tax (IHT) each year. In the period April-September 2023, it collected £3.9bn from households across the UK; £400m higher than the same period in the…

Is it worth becoming an ISA millionaire?

By | Savings | No Comments
According to the latest research, there are now a record 4,000 ISA millionaires in the UK with the average pot value standing at £1,397,000. This follows a trend over the last three years, where the…
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