The Value of Advice

The Value of Advice

Research has shown that professional financial advice can make a real difference to your money. Those who use an adviser see their money grow faster than those who don’t, even when you consider the cost of advice. Seeking financial advice and putting into...
Should I Consider a Lasting Power of Attorney?

Should I Consider a Lasting Power of Attorney?

It’s not easy to think about a time when you may not be able to make your own decisions, but it can help to be prepared. With Dementia Action week from 20th to 26th May we thought it would be a good time to look at lasting powers of attorney (LPA) for personal...
Tax Planning for Individuals

Tax Planning for Individuals

The tax year end is almost upon us, so now’s the ideal time to ask yourself whether you’re making full use of your tax allowances! No one likes to pay more tax than they have to and with our expertise and careful planning, we can help you to save tax by making optimum...
Claim a Power of Attorney refund

Claim a Power of Attorney refund

If you made a lasting power of attorney (LPA) or an enduring power of attorney (EPA) between the 1st April 2013 and the 31st March 2017, then you may be eligible for a partial refund of the cost of registering your application! Who can claim a refund? You’re able to...
2018 Dates for Your Diary

2018 Dates for Your Diary

It’s that time of year again when we’re busy making sure that our diaries are in check for the year ahead. With that in mind, we’ve put together some crucial dates that you should definitely pencil into your diary to ensure that your personal finances are in the best...
Our 2017 Autumn Budget Summary

Our 2017 Autumn Budget Summary

The Chancellor, Philip Hammond, delivered his first Autumn Budget to Parliament last week. We’ve been paying close attention to the announcements and how they will impact on our clients. In this article, we’ve provided an overview of the main points that we hope that...