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22 April 2019

Estate Planning

Thorough future planning helps to ensure that the people you intend to receive the benefit of your estate on your death do so. We can show you how to structure your financial situation so that your assets can pass to your beneficiaries with the least amount of Inheritance Tax being incurred. We will show you […]

22 April 2019

Wills & Power of Attorney

For many, this can be a delicate and understandably uncomfortable subject. However, some may take solace in the knowledge that arranging your Power of Attorney will ensure that a trusted person properly supports you should you no longer have the mental capacity to manage your own affairs. Furthermore, by ensuring you have a legal will […]

22 April 2019

How to make sure your will is not contested

The Telegraph reports “According to one leading law firm disputes over wills and trusts have trebled over the past few years. Fay Copeland, head of contentious trusts and probate at Wedlake Bell said: “In previous years we have only been asked questions about the validity of wills. Now people are willing to pursue their claim […]

22 April 2019

Trends in Later Life Lending

Mortgage Strategy reports “Brokers are becoming increasingly interested in later life lending products, according to Legal and General Mortgage Club. Data collected by the club shows that 80 per cent of lenders are seeing a rise in brokers looking for later-life products. Furthermore, 52 per cent of lenders stated that lending into retirement was a priority […]

22 April 2019

Mortgages

For most people, a mortgage is the most substantial financial responsibility they will ever commit to, which means that getting the right one is vital. Our team consists of financial advisers who specialise in mortgage consultation, and we can work with anyone from first time buyers to individuals who already own multiple properties. As an […]

22 April 2019

Five fintech trends to watch in 2019

City AM reports “Have you heard of open banking? If not, that is not hugely surprising. It’s been described in the Financial Times as “the quiet digital revolution”. Many people will be aware of some new apps designed to access and aggregate their financial information – this is a result of the open banking launch […]

22 April 2019

Investments

Traditional financial advice tells us to save for the future. But with interest rates notoriously low, savings are simply no longer an effective means of securing your financial future. Through wise investments, you could receive positive returns for years to come and our experts are happy to help advise on the best investments for you. […]

22 April 2019

The BBC reports “subscription is replacing ownership”

The BBC reports “Owning your film and music collection is becoming a thing of the past. More money was spent on subscription services like Spotify and Netflix last year than on physical DVDs and CDs, according to new figures from the Entertainment Retailers Association. In music, subscription now accounts for 62% of total revenues; while […]

22 April 2019

Pension Cash used to pay off Debts

FT Adviser reports “Research by Portafina of more than 2,500 of its customers found more than a third of those seeking advice on taking tax-free cash were doing so to tackle ongoing debt. A further 21 per cent suggested the funds were for home improvement and 11 per cent needed it to pay for a new vehicle […]

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Latest News

Estate Planning

Wills & Power of Attorney

How to make sure your will is not contested

Trends in Later Life Lending

Mortgages

Five fintech trends to watch in 2019

Investments

The BBC reports “subscription is replacing ownership”

Pension Cash used to pay off Debts

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