What’s changing from 6 April? New rules to be aware of this tax year
With a new tax year, comes new rules. This means that from 6 April, many new measures will be taking effect – likely changing the course of your financial planning strategy.
How Inheritance Tax (IHT) really works: Everything you need to know
Managing Inheritance Tax (IHT) is a cornerstone of effective estate planning. But what exactly is IHT, and how does it work in practice?
Monthly markets review – February 2026
While markets moved higher, February reminded investors that leadership can shift quickly.
Iran conflict: Stay calm, stay invested
Recent events in the Middle East have understandably unsettled investors. But history consistently reminds us of one thing: investors who stay diversified and ride out volatility are often the ones who come out ahead.
5 tax year-end tips: Save yourself thousands!
In this episode of ‘Financial Illumination’, James Corcoran and Jack Dudley focus on the practical steps you can take now to make the most of pension contributions, ISA allowances and Capital Gains Tax exemptions before 5 April.
Is your pension IHT-proof or about to take the hit?
With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you.
Ask our Expert: Your financial planning questions answered
Financial expert Ben Mitson offers expert insight to your most crucial money questions – from tax-efficient ISA withdrawals and gifting strategies, to when you should purchase an annuity.
ESG investing: Not one strategy, not one outcome
ESG investing is often dismissed as either a marketing exercise or a guaranteed drag on returns. In reality, performance outcomes depend far less on whether a portfolio is “ESG” and far more on how ESG is implemented.
Monthly markets review – January 2026
January saw both global equities and bonds finish in positive territory. Precious metals stole the headlines as they rocketed to all-time highs, highlighting lingering geopolitical uncertainty across the globe.
Should I consider Relevant Life Insurance?
Looking for a simple, tax-efficient way to provide life cover for company directors and employees? Relevant Life Insurance (RLI) could be the optimal solution.
