Latest posts
21-04-2026
Inheritance Tax (IHT) Planning in London
Without planning, your family could face a substantial tax bill on part of what you leave behind.
17-03-2026
Pensions and Inheritance tax: how do they work?
Some 75% of UK adults have private pensions. However, not everyone understands what happens to these products when they pass away.
13-02-2026
How much money can you gift tax-free?
Want to give someone a financial gift? Be aware that gifting money or assets (such as jewellery, property or shares) has tax implications depending on the situation.
14-01-2026
Should I combine my pension pots?
As you grow older, you may find that you start to amass a variety of pensions.
05-12-2025
Why cashflow modelling is important for your financial future
First things first. What is cashflow modelling? In short, it’s a technique used to forecast your future finances.
01-11-2025
Upsizing your home: financial considerations for growing families
Welcoming a new child into the family is an exciting moment – but one that poses many questions: do you need more space for your new arrival? Is it time to upsize your house?