Time is ticking: How to give your tax plan a year-end boost
A few thoughtful steps now – boosting pensions, maxing out ISAs, or trimming capital gains – could save you thousands in tax and leave more of your money where it belongs: with you, not HMRC.
Autumn Budget breakdown: What it means for your financial planning
While the Budget prioritises economic stability over growth, it also creates opportunities to optimise financial planning. This briefing outlines the macro outlook and what the announcements mean for your financial planning.
Ask our Expert: Your financial planning questions answered
Financial expert Joe Hogg tackles your biggest money questions – from offshore investment bonds and personal injury trusts, to whether impaired life annuities could boost your retirement income.
You’ve inherited a lump sum – what now?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make the most of an inheritance – without the risks that often come with it.
Is it time to consolidate your pensions?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss whether combining your pensions could help you save money and gain greater control over your retirement.
Selling a business? How to exit smoothly and tax efficiently
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make selling your business a reward – not a tax surprise.
Budget speculation round-up: What’s being discussed and why it matters
With the arrival of autumn comes growing anticipation around the Chancellor’s upcoming Budget and the potential tax changes it may bring. Here, we round up what to expect.
You’ve inherited a lump sum – what now?
It’s an emotional and potentially life-changing moment. But without a clear plan, the risks of not optimising your inheritance is significant. Here’s how you should approach it.
Lumin Portfolio Check: Analysis and tips from our experts
Our Portfolio Check helps clients assess whether their current investment mix is well-positioned for today’s market conditions. Let’s take a look at a recent example, along with analysis and tips from Investment Manager, Elliott Frost.
The Inheritance Tax (IHT) time bomb: Why waiting could cost your family
The longer you delay planning, the harder it hits. In fact, doing nothing until later in life could cost your beneficiaries hundreds of thousands of pounds.
