Relationship breakdowns


Why sorting out your pension may not be the biggest priority

What is likely to be a divorcing couple’s most valuable asset? The family home will spring to most people’s minds first. But the value of a pension could well be the biggest single asset in the relationship.

Inheritance Tax concerns?


Passing your wealth on to the next generation

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference.

Work pressures


The greatest strains on physical and mental health

There is an increasing trend of people working for longer and delaying their retirement, with some staying in work out of financial necessity.

Inflation matters


Impact of rising prices on investments

A pound saved is a pound earned. But thanks to inflation, over time, the value of the pound saved could be much less than when it was earned. One cannot ignore the corrosive impact of rising prices on investments.

You have one life, so invest wisely


Identifying multiple risk profiles for multiple goals

Throughout our lives, we will have many different lifestyle and financial goals that we would like to achieve. Although we all have different goals, there are some key goals that we’ll have in common, especially when it comes to retirement.