Blog

We are now in the last three months of the tax year (tax years end on 5th April). Now’s the time to think of the financial planning that you might wish to carry out before that deadline. We have set out below five tax year-end financial planning ideas that you may wish to consider.

I’m delighted to share with you a specially created guide from Beth Sheridan of Stowe Family Law for couples who are planning to live together.  Download your guide for free here.

We know making a Will can be daunting so we have put together some top tips on making a Will to help you prepare for your phone / online video appointment.

Are you wondering how to get your Will signed and witnessed? This article explains the law and how you can sign your Will at a safe social distance.

Is equity release right for me? Over 65’s have five times more wealth in their home than their pension. Equity release can be a way of funding retirement. This article explains what equity release is and factors to consider.

Do you have a frozen pension? Here is a simple guide to explain what a frozen pension is and what you should do about it.