If you’re thinking about using Premium Bonds, it’s important to understand how they work. Recent changes mean they aren’t as attractive as they once were, with fewer prizes now given out each month.

Ethical investing has become increasingly popular over the last few years, as investors have tried to align their investment strategies with their personal views.

Following the Chancellor’s decision to freeze the pension lifetime Allowance (LTA) until 2026, many will be wondering whether they will now be caught by this ‘stealth tax’ and if/how they can avoid the LTA Charge.

Thousands of workers are accessing their pension before they retire. They may end up with a nasty surprise from the taxman.

Given the national obsession with property, it is perhaps unsurprising that one of the most common questions I’m asked is whether property or pension is the best choice when it comes to your retirement pot. Here are my thoughts…

Following one of biggest economic upheavals in modern history, who are the winners and losers of the 2021 Budget?

As retirement approaches, you might start to wonder “what does my pension statement mean?”.

If you’re looking for professional help with your finances, one of the questions you may be asking yourself is ‘what is the difference between a Wealth Manager, Financial Adviser and Financial Planner?’

Making employer pension contributions can reduce your company’s tax bill. Pension contributions from pre-taxed company income are an allowable business expense and so don’t attract Corporation Tax.

There are many things we would like to leave for our loved ones when we pass away, from fond memories to heirlooms, but the one thing we don’t want to pass on is a hefty Inheritance Tax bill.

Investing that considers more than the bottom line goes back centuries. But the movement has evolved and it’s gradually becoming more popular among investors.

For many clients thinking of finishing work, their biggest question is ‘how much do I need to retire?’ Find out what to aim for and how to tackle shortfalls.

Structuring the way you take income from your company can shave thousands off your tax bill. Discover my top tips on financial planning for business owners.

Retiring early might sound like the path to freedom but it could cause a major dent in your pension savings. Discover the pitfalls to look out for here.

If you’re underestimating the amount you need in retirement, your goals for the future could be at risk. A mid-life check could help you get back on track.

The pandemic is helping to push ESG investing into the mainstream. If you want to make ESG part of your pension investments, here’s what you need to consider.

The impact of financial advice on wealth is often talked about. Yet the value it adds in terms of emotional wellbeing is just as important for many clients.

Coming into unexpected money could transform your life, but only if you use it wisely. From making a plan to investing appropriately, here’s what to consider.

Leaving a legacy for your loved ones could help your children and grandchildren become more financially secure. Discover four ways to efficiently pass on wealth.