Ask our Expert: Gifting out of surplus income
Financial expert Matt Sheach offers expert insight to your most important questions around gifting out of surplus income – from when a gift qualifies to how to document it correctly.
Monthly markets review – May 2026
Markets extended their upward momentum in May, driven by renewed optimism around AI, resilient corporate earnings, and easing geopolitical concerns.
Selling a business? The Inheritance Tax (IHT) pitfalls you can avoid
Selling a business can be lucrative opportunity. However, Inheritance Tax (IHT) is a key concern for many sellers, making it a central focus of post-sale financial planning.
When care costs arise, will you be ready?
Care in later life comes with a hefty price tag, with average care costs in the UK frequently exceeding £100,000 per year. That is why baking flexibility into your retirement plan is essential for your own peace of mind.
Monthly markets review – April 2026
April delivered a sharp reversal in sentiment as global equities surged back to record highs, powered by renewed AI optimism and easing fears around central bank policy. But beneath the rally, rising oil prices, stubborn inflation pressures, and climbing bond yields are reminding investors that volatility remains firmly in play.
Lumin study reveals ESG claims investors should watch
Environmental, Social and Governance (ESG) investments have gained significant popularity in recent years. But hype and misleading marketing means every claim demands careful scrutiny.
Is your “safe” cash quietly losing you thousands?
People are increasingly parking large sums of money in cash, unaware that a combination of inflation and tax slowly take it away from you. There is therefore one truth that cannot be overlooked – cash is not king.
How annuities work: Securing income for the future
In this episode of our ‘Financial Illumination’ podcast, James Corcoran and Jack Dudley dive into the role annuities can play in a retirement plan. They explore how annuities work, why they matter, the risks associated with them and how they can potentially help you build steady, stress-free income throughout retirement.
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Monthly markets review – March 2026
Conflict in the Middle East drove market volatility throughout March 2026, as rising energy prices renewed inflation concerns led investors to reassess expectations for central bank interest rate cuts.
