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.
Ask our expert: Your financial planning questions answered
Financial Consultant Max Dymoke answers readers’ questions on
withdrawal rates in retirement, gift inter vivos insurance policies,
and the tax pitfall to watch out for when gifting the family home.
Is your bank helping or hindering your savings and investments?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore whether your bank account is really working for you. In this episode, they dive into smart ways to manage your cash, how to shield it from inflation and devaluation, and discuss alternative strategies that could help your money […]
A blended retirement strategy: Annuities alongside drawdown
Combining an annuity with flexible pension withdrawals allows savers to secure a guaranteed income in retirement, without sacrificing flexibility and returns potential.
New tax year – top tips!
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore the key financial opportunities to consider as we head into a new tax year. In this episode, they discuss smart strategies for making the most of your money early in the year – from taking advantage of refreshed […]
Top tips to save money and set your finances up for success in the new tax year
Strategic early planning unlocks more financial opportunities and ensures you make the most of tax-saving opportunities. Here we highlight some key considerations for the 2025/26 tax year.
Job-changers: Take the opportunity to set your pension pot up for life
A new job can be a life-changing opportunity. But it’s also a great chance for many savers to evaluate their workplace/personal pension planning. Reap financial rewards by getting your pension(s) on the right track now.
