Resources

Having seen off two immoveable, final deadlines our Prime Minister refused to move, we have a new, third final Brexit date of 31st Octber 2019. Read our Investment Director’s summary here.

Read our full breakdown of the Spring Statement here.

At this time of year, it’s a good time to start planning our tax affairs before the end of the tax year on 5 April. As you think about your future financial goals, we can help to start you off on the right financial footing. It’s well worth spending some time to think about your money so you can achieve your goals as quickly as possible.

ISAs are tax-efficient wrappers. Every tax year, we each have an annual ISA allowance. If you don’t take full advantage of using all or part of it in one tax year, you cannot carry it over to the next. There are currently six different types of ISA.

Read our Autumn Budget breakdown here.

Read our summary of the Spring Statement here

Writing a Will may seem daunting – and with everything else we should be thinking about, it becomes just another chore on the to-do list. However, getting your affairs in order and planning what you want to pass on to loved ones – whether it’s while you’re alive or after you’ve passed away – is really important.

Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Hundreds of thousands of people are diagnosed with cancer each year in the UK, and it is becoming more common among those of working age.

An ISA is a tax-efficient investment wrapper in which you can hold a range of investments, including bonds, equities, property, multi-asset funds and even cash, giving you control over where your money is invested.

Have you made your New Year’s resolutions? Considering that the most common topics are health and finances, there’s a pretty good chance that at least one of them involves a financial goal

Read our November 2017 Budget update to find out more about what the implications of the November budget mean for you

Research has found that 73% of cohabiting families do not have a life insurance policy, compared to 56% of married couples. This is leaving thousands at risk as cohabiting couples do not enjoy the same rights as married couples. Read our factsheet to learn more about life insurance and protecting your family.

The financial ramifications of a divorce can be devastating. Read our factsheet to find out about key issues related to later-life divorce.

No matter what your personal circumstances, it is vital to ensure you have an appropriate plan in place to protect your finances. Read this factsheet to find out more about how to protect yourself and your family.

Research shows that fraudsters are targeting the growing over-55 population. Read this factsheet to review what steps to consider before going ahead with any financial or investment decisions.

There are a number of different factors that may create inflationary pressure in an economy. Read this factsheet to find out more about considerations for your portfolio.

Within an ISA, you can reallocate your portfolio according to your outlook and needs at any time without losing any of the tax benefits. Read this factsheet to find out more about ISAs.

The rules around Inheritance Tax changed from 6 April 2017 with new introductions to rules on passing down wealth. Read our Inheritance Tax Change factsheet to place control over what happens to your assets after your death.

Retirement planning is all about working out how much to save now, so you can live how you want to. Read this factsheet to find out more about the findings of recent retirement research

Employers need to understand your automatic enrolment duties, the impact on your business and the changes you’ll have to make. Read our Auto-enrolment and Workplace Pensions factsheet for key workplace pension considerations.

Planning and timing are the upmost importance when it comes to funding for long-term care. Read this factsheet to review things to think about when it comes to funding long-term care.

Saving for retirement is essential if you want the financial freedom to enjoy your later years. Read our latest retirement factsheet for more information.

Read our Election factsheet to review the considerations immediately post-Election

We all know that markets can go up and down and can sometimes be quite extreme. Read our factsheet to find out more about managing investing risk during turbulent markets.

Whatever phase of investment you are in, there is always a valuable role for effective diversification. Read our factsheet to review considerations for managing investment risk

By investing in sustainable businesses, investors may increase their chances of success.

Read our factsheet to identify strategies to meet some of the most pressing global challenges ahead

Thousands of people have at least one pension that they have forgotten about. Read our factsheet about forgotten pensions to consider what to do if you think you have a fogotten pension

With a Lifetime Individual Savings Account, you can use some or all of the money to buy your first home or keep it until you're 60. Read our factsheet to find our more about the Lifetime Individual Savings Account.

2017 investment outlook - Taking advantage of the right opportunities after a game-changing 2016. Read our factsheet to find out more about the investment outlook for 2017

An LPA is used to delegate power to someone to manage an individual’s personal and/or welfare affairs in the event that they become mentally incapacitated. Read our factsheet to find out more about a Lasting Power of Attorney

Getting the right life insurance policy means working out how much money you need to protect your dependants. Read our factsheet to review some considerations for the most effective ways to manage investment risk

Taxpayers (employees and self-employed) who have withdrawn amounts from their pension fund and
then want to top the fund up again are affected by Money Purchase Annual Allowance (MPAA)Read our factsheet to find out more about Money purchase annual allowance

Designing a custom investment portfolio needs to be reviewed periodically. Read our factsheet which highlights considerations for the best options to suit your particular objectives

Equity Release provides home-owners over the age of 55 with the facility to release money from their home. Read our Equity Release Guide for a detailed overview of steps involved in making a decision about releasing equity from your property.

Brexit came as a shock to financial markets, and many investors are now facing new challenges at every turn. Read our factsheet to find out more about managing investments in current markets

When putting together an investment portfolio, there are a number of asset classes, or types of investments, that can be combined in different ways. Read our factsheet to find out more about putting together an investment portfolio.

The new stamp duty rules could affect the ability for many newly married couples and registered civil partners to purchase their first home together. Read our factsheet to find out more about stamp duty changes

Help to Buy ISAs will be available to individuals who are 16 and over and will be limited to one per person. Read our factsheet to find out more about the Help to Buy ISA.

Buy-to-let landlords now receive a lower rate of tax relief on mortgage payments. Read our factsheet about changes to Buy to Let Mortgages