Smart Pension Schemes: your guide to salary exchange

Understand how your organisation can save money for both you and your employees via this highly tax-efficient workplace pension arrangement.
Lucas Fettes formally joins Brooks Macdonald Group plc

Lucas Fettes Financial Planning has formally joined Brooks Macdonald Group Plc, as part of the acquisition first announced in September 2024. The Financial Conduct Authority (FCA) has since granted regulatory approval, allowing the deal to be completed. Lucas Fettes will continue to integrate into the wider Brooks Macdonald group; however, our continued focus will be […]
Autumn Budget 2024: Summary for businesses and charities

This Budget introduces new rules for minimum wage, National Insurance Contributions, and other corporate taxes.
Five key facts: Group Life Insurance

If an employee passes away, Group Life Insurance (also known as Death in Service) can ensure the financial security of their loved ones.
Lucas Fettes to become part of Brooks Macdonald Group plc

Lucas Fettes are to be acquired by Brooks Macdonald after a long and prosperous relationship. For more information, read our full article.
Key Person Insurance – a lifeline for your organisation

Would your charity be able to function through the sudden loss of an important employee? Losing a Key Person can be detrimental to not only your organisation’s day-to-day activities but to its long-term mission as well.
ESG investing – financial activism for your charity

ESG investing can help your charity expand its budget – without supporting companies that go against your mission statement and values.
Charitable investments could help your charity

In a challenging economy, charitable investments could be a way to put your charity’s assets to work and ensure that it continues to thrive.
Ensuring employee financial wellbeing during difficult times

Investing in your staff’s financial wellbeing and education can lead to a healthier, loyal, and more productive workforce.
Are you wasting money on employee benefits?

The importance of employee benefits is often overlooked. prospective employees tend to look for more than just a well-paying salary when considering job offers.