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.
News in review

The Bank of England kept rates at 4% as inflation persists. A historic US-UK ‘Tech Prosperity Deal’ promises £150bn in investment for AI, energy and quantum computing. Meanwhile, UK consumer confidence declined, reflecting continued financial pressures on households.