Alison wins team leader of the year 2023

We are so happy to announce Alison won Team Leader of the year award at the Women In Finance Advice Awards 2023.

Insights
London During Autumn Time With The Big Ben Clocktower At
2026 Autumn Budget – Breathing space?

At a glance Support for households struggling with rising living costs, with measures to help with fuel and energy costs. Thousands of smaller businesses to be taken out of paying business rates. Cash ISA limit to remain at £20,000 in a reversal of previous plans. From April 2027, tax rates on savings and property income […]

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Insights
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Business owners – could new pension and IHT rules affect your succession plans?

At a glance From 6 April 2027, most unused pension funds and pension death benefits will form part of an individual’s estate for IHT purposes. Business owners considering a sale or holding commercial property and other assets through a pension may face succession-planning considerations. Reviewing pension, business exit and estate plans together can help owners […]

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Investment
Beautiful woman traveler climbs uphill with a dog on a backgroun
Shielding protection cover from inflation

At a glance The longer a policy is in place, the greater the risk inflation will erode the real value of a fixed benefit. Index linking (linking the policy value to inflation) can help the payouts keep pace with rising costs. Financial advice can ensure you take out the right protection cover for you and […]

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