Guide: Back to school: How to build a nest egg to fund your children’s education
Planning for future education costs may involve many moving parts. Whether you’re thinking about private school or university for your children or grandchildren, a financial plan could help you set out goals, choose suitable accounts, and consider how to balance the outgoings against your other financial objectives.
How to protect your money from misleading social media advice
Scammers are using social media to target your details and money. Read to learn about some of the common warning signs and ways to protect your wealth.
How will the new 22% tax for Stocks and Shares ISAs affect you?
New upcoming rules could affect the way you use your Stocks and Shares ISA. Read to learn how the 22% tax will work and how you can prepare for it.
Pensions and Inheritance Tax: 3 in 4 Brits don’t know about this strategy
With pensions entering estates in 2027, you may be searching for ways to minimise Inheritance Tax. Read to learn about a lesser-known gifting strategy
Guide: The pros and cons of investing in buy-to-let
Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved ones. Statistics published by the government (29 August 2025) confirm that there were around 2.86 million private landlords in the UK in 2023/24. Since then, the property landscape has changed, […]
Your guide to the new Inheritance Tax and pension rules
Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax? The shake-up is expected to lead to an additional 10,500 estates becoming liable for the tax in 2027/28, and around 38,500 estates will pay more tax due to the reforms1. As, under existing rules, pensions […]
Guide: Your guide to planning for later-life care
While it’s impossible to know what life has in store, longer life expectancies and rising expenses mean care costs now form an essential area of financial planning. Download our useful guide to find out what you need to know about planning for later-life care.
Guide: How to plan for a 100-year life
The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.
Financial Planning for Business Owners in Brighton & Sussex
Financial Planning for Business Owners in Brighton & Sussex Many of the people we work with are business owners or professionals based in Brighton & Hove, or the wider Sussex area. People often seek our advice when they want greater clarity over their long‑term financial planning. This might involve understanding how pensions can fit in […]
Check if your financial plan is still “on course” by asking yourself these 4 questions
Circumstances change, and it’s easy for your financial plan to take off in the wrong direction. Here are 4 questions you can ask to keep your plan on course