by ross | May 27, 2026 | Uncategorised
Plan today, protect tomorrow Secure your legacy so your loved ones can thrive for generations to come Wealth succession planning should be at the heart of your financial strategy. Discussing money matters with loved ones can feel awkward, but attitudes are shifting as...
by ross | May 27, 2026 | Uncategorised
Protecting your pension from rising prices How to safeguard your future against rising costs When you’re working, an increase in your weekly shop or energy bill is frustrating but manageable, typically offset by salary increases over time. In retirement, with income...
by ross | May 27, 2026 | Uncategorised
Navigating the dividend tax rises in 2026 How to safeguard your investment income from higher tax rates From 6 April 2026, the government increased dividend tax rates by 2 percentage points. The ordinary rate rose to 10.75%, and the upper rate to 35.75%, while the...
by ross | May 27, 2026 | Uncategorised
Making the most of the new tax year Give your investments a head start and future-proof your finances The new tax year brings a fresh £20,000 Individual Savings Account (ISA) allowance for each individual, giving couples the potential to invest up to £40,000 between...
by ross | May 27, 2026 | Uncategorised
Pensions and Inheritance Tax: Big changes coming in 2027 Understanding how removing the pensions exemption could affect your legacy For decades, UK savers have relied on pensions not only for retirement income but also as a highly tax-efficient way to pass on wealth....
