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Susan Steel

Long-Forgotten Plans

Managing your pension savings effectively and efficiently from a single pot. If you’ve worked for two or three different employers, it’s possible you could have a workplace pension from each

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Blog
Katie Jones

Financially Unprotected

Dads putting their family’s financial security at risk if the unexpected were to happen. What would happen to you and your family in the event of unforeseen circumstances such as

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Blog
David Tooley

Pension Freedoms

Will the new retirement rule of ‘no rules’ offer people a better financial future?. Following pension reforms, there are now more options for using your private pension pot. Since April

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Blog
Andrew Morley

Long-Term Investing

How to fund a fulfilling life beyond our working years. Healthier lifestyles and medical advances mean that many of us can expect to enjoy longer lifespans than previous generations.However, this

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Blog
Henry Gaskin

Get A Relief From Inheritance Tax

IHT planning without losing control or access. The thought of your beneficiaries facing an Inheritance Tax (IHT) liability on the estate you have worked hard to create and pass on

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