Callum Hamilton wins Paraplanner of the Year

Insights
Portrait Of A Happy Senior Couple Sitting On Sofa At
Whole life assurance: the quiet solution to the IHT landscape

From April 2027, most unused pension funds will be included when calculating the value of someone’s estate for inheritance tax (IHT) purposes. This will push more people into the scope of this tax. When thinking about estate planning, most people typically explore ways to pay for their IHT bill. But an often overlooked detail is […]

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A Woman With Glasses Is A Freelancer Working In An
Closing the gap: women, pay and pensions

This week marks the annual Pensions Awareness campaign, launched 10 years ago by Pension Geeks. While trade bodies Pensions UK and the Association of British Insurers are running their own month-long Pension Attention awareness drive. It’s a time to reflect on the importance of pension saving to support a comfortable retirement. Yet for many women, […]

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Healey’s growth agenda meets fiscal reality

Healey’s growth agenda meets fiscal reality In his first major speech, Chancellor John Healey today set out optimistic plans to drive economic growth across ‘every postcode’ in the UK. Taking a more positive approach than his predecessor, Healey said the UK was ‘turning a corner’, pointing to signs of growth and previous cuts to interest […]

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