Death in Service – Beware Hidden Tax Charges

As financial planners one of the first subjects we explore with clients is whether they have enough protection – Life Assurance, Critical Illness and Income Protection or sick pay. Arguably the most important topic of discussion is – what would happen if things went wrong? Would your family cope financially?

Read more

Daniel Boden

Chartered Financial Planner

Year end tax planning checklist for individuals

There’s less than a fortnight to go until the end of the tax year but there may still be time to consider some last-minute tax planning to maximise the use of allowances, reliefs and exemptions for this tax year. Some of these will be lost if not used before the tax year end.

Read more

James Hollway

Registered Adviser and Partner

Market Review March 2019 (covering February)

Markets continued to build on the positive momentum seen in January, buoyed by an increasingly dovish tone from the Federal Reserve, as well as further positive soundings from trade negotiations between China and the US. Pleasingly, this means much of the lost ground from the end of 2018, and December’s dramatic sell off, has now been recovered.

Read more

Ermin Fosse


Keep Calm and Carry on Investing

Most investors will have noticed that 2018 was a challenging year for capital markets. Annual performance figures may have been negative, depending on the investment timeframe, which of course can be a worry.

Read more

James de Lisle Wells

Chartered & Certified Financial Planner and Partner