Updates

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.

Changing priorities in a post-Covid world

There’s no doubt that the last two years have given many people time and opportunity to reassess their priorities and consider how they want to spend the rest of their lives, which often begins with thinking about moving into retirement. The pandemic forced us to bring work into our homes,… Read More

Mind the gap in the social care cap

Last week the government announced reforms to social care, increasing National Insurance and Dividend Tax. National Insurance increases will be applied across the United Kingdom, but it’s not yet been confirmed whether the new social care cap is to be adopted in Wales, Scotland, and Northern Ireland. The information below… Read More

The value of planning

I recently read a very lengthy report regarding fair fees in financial planning, comparing the pros and cons of various charging structures. When looking at the various options; hourly fees, fixed fees, percentage-based fees, it’s clear that each has its benefits and pitfalls and where on the scale that fits… Read More
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