What Budweiser can teach you about thinking on your feet as a business owner
As 2022 drew to a close, for many, the event at the top of their priority list wasn’t Christmas. It was the World Cup. Ending in a climactic game between France and Argentina on 18 December, Argentina’s Lionel Messi took his national side to a penalty victory against a French team featuring his PSG teammate, […]
4 seaworthy lessons Around the World in Eighty Days could teach you about managing your wealth
While we usually look to the future when setting plans for the rest of our lives, sometimes it can help to look backwards. Indeed, centuries-old stories can teach us valuable life lessons, from Shakespeare’s tragedies warning us of our fatal flaws, to Greek myths teaching us about love, war, and everything in between. Such can […]
Guide: 10 new year resolutions that could boost your financial wellbeing
At the start of a new year, it’s common to reflect on what you want to achieve over the next 12 months and to set out some goals. It’s the perfect time to think about how you could improve your financial wellbeing too. Around a third of Brits setting a new year resolution want to […]
The lifetime allowance – don’t be afraid. 5 key details you need to know
The lifetime allowance is a cap on the money that can be held in a UK pension without incurring additional taxes. If you have a pension worth more than the lifetime allowance, you may have to pay a tax on the excess amount when you start taking your pension benefits. A common misconception is you’ll be charged […]
The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023
The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them. Allowances can help your money go further by reducing your tax liability. Reviewing your finances before the deadline could help you identify some allowances that could be right […]
Employers: is it time to Boost your Employee’s Pension? Here are 5 ways to help
Employee benefits have hit the spotlight in recent years. Market-leading employers have recognised the benefits of offering more than salary and bonus. Whilst looking after staff’s physical and mental health has taken centre stage, a growing number of market-leading employers have turned their attention to their workplace pension. We have seen this trend in the […]
Taking tax-free cash from your pension? Here is everything you need to know.
If you’re thinking of accessing money from your pensions, the good news is you have plenty of options. The bad news is so many options can make it a little confusing. You may want to read our previous blog explaining ways to access your funds. The figure most people have heard about of 25%. This […]
7 Unique Money Challenges that women face and how financial advice can help
Most people will agree that more work should be done concerning gender inequality. But what about financial advice? We have found that women experience their own set of challenges regarding money. We are, of course, generalising here. Not all women will work part-time or take career breaks to raise children. We simply state the statistics […]
5 Financial Planning Tips for Small Business Owners
Running your own business can be incredibly rewarding, but you rarely have time to address other factors. We know this all too well! However, being a business owner means there is no employer to look after your insurance or pension arrangements. That is why we are here to work with you to achieve your financial […]
Successful investing: 3 simple steps you can follow to achieve investment success
Investing is hard, isn’t it? You must learn about a complicated financial system, choose from various types of investments, and weigh many other factors before you can even invest your first pound. But investing doesn’t have to be so hard that it feels impossible. The truth is that there are three simple things you can […]
