Why you should invest in sustainability

Sustainability is an issue on everybody’s minds at the moment. Thinking about ways in which you can make a difference can feel overwhelming. Why should you invest in sustainability? Here, we explore why and how to invest in sustainability,...

What Is Inheritance Tax?

Inheritance tax is a tax payment on the estate of a deceased individual and includes all property, money and possessions. Even if you don’t have any inheritance tax to pay, you will still need to report it to HMRC.

The Importance of estate planning

Millions of UK residents die without a Will, and this can have serious consequences if the family is unprepared. If you don't have a Will, someone else likely has to deal with your assets and each member of your family could end up with...

Mark Is a Top Rated Adviser Again!

Our very own Mark has been named as a Top Rated Adviser 2022 by the prestigious VouchedFor organisation! He has again received an outstanding rating of 4.8 out of five from a total of 118 reviews.

Handling High Markets

Most of the world’s major stock markets are at or close to their all-time highs, but that is not necessarily a reason to stop investing. Download Our Client Agreement Here Global stock markets have been performing strongly since the first...
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The Future of Inheritance Tax

Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever. The £325,000 IHT threshold (or...

Portfolio Rebalancing

Inertia can be a dangerous trait, especially for investment. You know the feeling. Sometimes it just seems easier to leave things as they are for another year rather than take any action. Call it the ‘If it ain’t broke don’t fix it’...

Responsible Investing and ‘Greenwashing’

There has been huge growth in the number of ‘sustainable’ and ‘responsible investment’ funds, which now look at a company’s environmental, social and governance (ESG) track record as part of the investment process. However not every...