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Fact Sheet: ISAs
Individual Savings Accounts (ISAs) are wrappers within which a wide range of savings and investment products can be held, free of UK income and capital gains tax. How do they work? ISAs serve as a 'wrapper' to fully protect savings from tax, allowing...
read moreAre you getting the best investment outcome for your charity?
Charitable investments are often fundamental to support the capital and income requirements of a charity.
read morePension Advice Allowances
Many employers provide their staff with access to pension advice in the workplace. Typically this will be once a year with the scheme adviser conducting short meetings with pension members on a surgery style basis. Often a 20-30 minute meeting is insufficient to cover...
read more7 Concepts of Financial Planning
We have outlined seven key areas which we believe should be considered for effective financial planning.
read moreFact Sheet: Inheritance Tax
In this edition of our fact sheets we are focusing on some of the main elements of Inheritance tax. Inheritance Tax is usually paid on an estate when somebody dies. it is also sometimes payable on trusts or gifts made during someone's lifetime. Most estates...
read moreUseful guides
A guide to ethical and sustainable investing
Ethical and sustainable investing is rapidly growing in popularity. This guide covers the different types of ethical investment, why it is growing in popularity and the different ways you could access ethical investments.
read moreA guide to inheritance tax planning options
Inheritance Tax (IHT) is the proportion of wealth taken from an estate by HMRC upon death, calculated based upon the value of a person’s assets. It is also payable on trusts or gifts made during a person’s lifetime. When payable, this liability leaves beneficiaries...
read moreTax planning guide
Essentially, tax planning is arranging your affairs in ways that legitimately defer, reduce and remove taxes. By using effective tax planning strategies you have more money available to help you achieve your financial goals and the effect of this over time can be very...
read morePension benefits option guide
We've just updated our pension benefits option guide. The guide outlines the different options available when you want to access your pension benefits. You have the option to access part, or all, of your pension benefits at any time from age 55 (or your State Pension...
read moreGlossary of financial terms
We’ve produced this glossary to help explain some of the most commonly seen but potentially confusing terminology. Some of the definitions below have been taken from The Plain English Campaign, an organisation that campaigns against jargon across a range of...
read moreReports
2020 Spring Budget report and key announcements
New Chancellor, Rishi Sunak, delivered his first Budget on 11 March 2020, just 27 days into his tenure. It was the first of the Boris Johnson government, eagerly anticipated following the December 2019 election win, with a new wave of Conservative voters bonded...
read more2018 Autumn Budget report and key announcements
Chancellor Philip Hammond delivered his latest Budget on 29 October. He boldly confirmed that the period of austerity imposed by his predecessor would come to an end. Earlier than usual, and despite the uncertainty surrounding the UK’s exit from the EU,...
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