News & Blog
How your Inheritance Tax liability is affected when your partner dies
In the run-up to the 2024 Spring Budget, there was widespread speculation that the chancellor would pull an Inheritance Tax (IHT) rabbit out of the hat. Many speculated that Jeremy Hunt would cut the IHT rate – or even abolish the tax altogether – as the last roll of...
What happens to my partner’s pensions after they pass away?
It’s a sad truth that losing a partner is an experience many of us will go through. According to the Office for National Statistics, the 2021 census revealed that 3.2 million adults in the UK are widowed. As psychotherapist Juliet Rosenfeld wrote in the Guardian,...
How big life events could leave you vulnerable to a scam
It was with great sadness that fans of the culinary duo, the Hairy Bikers, learned of the death of Dave Myers in February 2024. Myers, and his presenting partner Si King, were widely loved for their enthusiasm for food and travel, and cheeky sense of humour. So, you...
Guide: 7 valuable behaviours for successful investing
How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your...
How to calculate the level of income protection that would provide you with financial security
Income protection could provide you with an essential safety net if you’re unable to work due to an accident or illness. Yet, research suggests it’s a valuable step that some people might be overlooking. If you’re too ill to work, income protection could provide you...
Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries? A new report by PIMFA suggests that 58% of people in the UK have never discussed inheritance with their family...
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We have been with Gavin for well over a decade. His friendly, patient and thorough approach to planning and explaining things to us is very reassuring. We regularly go through the current state of our financial situation with Gavin and value the on-going, personal advice.
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