An Introduction to Tax Planning
While our taxes go towards providing the important services we all rely on, such as the NHS and schools, no one needs to end up paying more than their fair share. This guide takes a look at the current tax allowances and exemptions that we are entitled to and how to maximise their use in meeting our individual financial goals.
An introduction to finances for women
Understanding and managing personal finances is a crucial step towards financial independence and long-term security. For women, taking control of their money isn’t just about budgeting, it’s about empowerment. A solid financial foundation provides greater freedom, security and the ability to navigate life’s uncertainties with confidence.
An Introduction to Sustainable and Ethical investing
Increased consumer awareness of social and environmental issues has led to increased interest in sustainable and ethical investing, with funds entering the mainstream. Despite greater awareness, there is still some confusion about the terminology associated with this type of investing.
An Introduction to Mortgages
There are times in our lives when we can all use some help and guidance. Buying a home is one of those major steps that’s much easier to take if you’re well-informed and get some good advice. Here, we’ll provide answers to a few of the questions we’re regularly asked by clients.
An Introduction to Life Insurance
Although life insurance probably isn’t at the top of many people’s ‘to do’ list, it’s arguably one of the most important financial products anyone can take out, and one of the best ways of protecting your loved ones financially. This guide explains the different types of cover, how much cover you might need and lists the top tips about life insurance.
An Introduction to Home Insurance
Home insurance protects your property and belongings from unexpected events like natural disasters, theft, and accidents. Understanding its basics ensures you have adequate coverage and peace of mind.
An Introduction to Inheritance Tax
The Inheritance Tax Guide explains the importance of obtaining expert advice to allow assets to be passed on as intended. It explains the current IHT threshold, main residence nil-rate band, the use of IHT-free gifts and the seven year rule. A useful ‘top tips’ page is also included.
An Introduction to Retirement Planning
Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.
An introduction to end of tax year planning
As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you.
An Introduction to Equity Release
Equity release enables homeowners aged 55 and over to access the value tied up in their property without selling it. Understanding its basics helps determine if it’s suitable for your financial needs.
