Inheritance Tax (IHT) has more into the spotlight over the past few years, largely due to the continued rise in house prices and freezing of thresholds. The good news is that expert planning can legitimately mitigate this tax.

As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you. 

​Equity release enables homeowners aged 55 and over to access the value tied up in their property without selling it. Understanding its basics helps determine if it's suitable for your financial needs.​

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.

Increased consumer awareness of social and environmental issues has led to increased interest in sustainable and ethical investing, with funds entering the mainstream. Despite greater awareness, there is still some confusion about the terminology associated with this type of investing.

The generational wealth gap has become all too clear, the baby boomer generation now hold around 80% of all UK private wealth, while today’s younger generation face significant obstacles to accumulating wealth.