News and views

Everything you need to know about the 2023 Autumn Statement

On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of…

What does a financial planner do?

A good financial planner will find out about your hopes and dreams and help you manage your money so you can…

What to do with an unexpected windfall

Whatever the reason for the windfall, we believe it’s essential to explore your options when it comes to…

11 ways to reduce tax in retirement

While you should never base investment decisions solely on tax efficiency, there are several ways to reduce…

Tim Forsyth: The biker with a safety-first wealth planning approach

Tim explains the importance of the 5 pillars of life: home, relationships, health, work, and finances. Lose…

Self-employment advice to give you peace of mind

Tim Forsyth has been advising clients for 40 years. He shares his top tips that should help anyone who’s…

Why everyone needs Lasting Powers of Attorney

Lasting Powers of Attorney protect you if you suddenly lost mental capacity and were unable to make any…

What to ask when choosing an income protection policy

Are you thinking about taking out income protection cover? Before you do, read this article to avoid buying a…

What to ask when taking out critical illness cover

Are you thinking about taking out critical illness cover? Before you do, read this article to avoid buying a…

What to ask when taking out a life insurance policy

If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to…

5 ways to make tax-efficient investments

Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…

9 ways to reduce the inheritance tax bill for your family

There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help…

How much should I save for a pension?

Savings and investments for the self-employed

We explore tax efficient investments for self-employed people. Helping you make the most of your money over…