Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

10 great ways to boost your mood at work

Do you look forward to Friday afternoons and dread Monday mornings, or do you jump out of bed during the working week eager to start your day? If it’s the latter it’s likely you are happy at work, which means that an article by… Read More

Key steps to minimise your Inheritance Tax bill

Official figures published by HMRC showed that in 2021/22, Inheritance Tax (IHT) receipts stood at £6.1 million. This means that receipts have nearly doubled in the last ten years (from just under £3 million in the 2011/12 tax year). More and more people will need to consider how IHT could… Read More

Riding out the investment storm

Many of you will have noted with some concern recent political events and since seen this impact on the value of your portfolios. There’s lots to contend with – the war in Ukraine, the continuing impact of COVID, and of course, maybe the most talked about, the issue of soaring… Read More

How do we protect ourselves against hackers?

Last week we received an email from one of our clients, but eagle-eyed Amy had an inkling that it didn’t sound quite like her. On calling to check, the client confirmed that her email had indeed been hacked and that neither she nor her email provider could access her emails. Read More