Why ISA Tax Benefits Matter More Than Ever in 2025
The dividend allowance for 2024/25 (and 2025/26) is now just £500 – enough to cover only the average dividends from about £15,000 of UK shares. Read on to find out more...
Planning children’s financial futures
You may want to consider investing in your child’s future savings to build something significant they can call on in later life.
Boosting UK Investments: Tax-Free Savings Products
In a bid to encourage more investment in UK assets, the government has recently introduced a new UK Individual Savings Account (ISA) with a £5,000 annual allowance...
In The News… Unclaimed Money, Savings, M&A and More
Stay informed with the latest financial trends. Learn about recovering dormant assets, investment shifts, UK M&A activity, emotional trading, and BRICS expansion.
Setting up a Children’s Pensions V Children’s JISA
With the cost of children’s birthday presents and parties often totalling hundreds of pounds – could there be a better way to provide for your child or grandchild?
Lockdown Savings? Should you Overpay on your Mortgage?
Have you saved during lockdown? Wondering if overpaying on your mortgage is a good option? We explain the benefits & considerations...
Sudden Wealth Syndrome: Dealing with a Financial Windfall
Coming into a large sum of money can prove a massive emotional shock. It can even result in a recognised psychological condition called ‘Sudden Wealth Syndrome’. Find out how to avoid the negative impacts of sudden wealth...
What is Equity Release?
Looking for some extra cash for your retirement? Equity Release could be a good option for you. Learn about what it is and how we can help
21 and Not Out – Tax Free Investments with ISAs
Wondering how to invest tax efficiently? The overall allowance for an ISA has risen to a generous £20,000 - learn more...
The Intergenerational Impact of Coronavirus
Evidence shows that the Covid-19 pandemic has affected different age groups in very different ways. Although older generations have suffered the greatest health impact, young people have borne the social & financial brunt of the outbreak