Updates & Introduction
The Autumn Statement came and went with none of the forecast CGT and IHT changes coming to pass...
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Tackling pension inequality – what needs to be done to close the gender pensions gap
For years, we have known that there is a gender pay gap. While much work has been done to tackle the issue...
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Could your life insurance be making your Inheritance Tax problem worse not better
Have you taken steps to reduce your potential Inheritance Tax (IHT) bill?...
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Case study – how portfolio lending can be a low-cost and effective option for some clients
When clients approach a financial planner looking to borrow money to buy a home...
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Fewer over-55s are downsizing – here are 4 pros and cons to consider before moving home
Downsizing has been a popular strategy for retirees to boost their retirement pots, potentially giving you a cash lump sum if you buy a cheaper home...
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Primed to rise? Inflation and property prices rise as interest rates remain low
Interest rates have been at an all-time low of 0.1% since 25 March 2020, when the Bank of England (BoE) faced the unprecedented effect of the pandemic...
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