Countdown to the Autumn Budget: Key Risks and Opportunities for Your Estate and Pension
With the Autumn Budget now just two weeks away, speculation is building around what Chancellor Rachel Reeves will announce on 26 November. For those considering their financial future, from managing retirement income to passing on wealth to the next generation, this...
November 2025 Newsletter
November is a month of reflection and anticipation. With Remembrance Sunday approaching, we pause to honour those who have given their lives in service and to consider the legacies we leave behind. It is also a month that may bring significant change, as Chancellor...
Autumn Budget 2025: Should You Act Now on IHT?
Thinking about passing wealth to your family? The Autumn Budget is coming later than usual, and that delay could be bad news for your gifting plans. Chancellor Rachel Reeves faces a huge challenge balancing the nation’s books, and inheritance tax (IHT) is one of the...
September 2025 Newsletter
As summer ends, many are looking ahead to retirement, inheritance, and estate planning in light of significant upcoming changes. From new inheritance tax rules affecting pensions to rising later-life lending and contentious probate cases, there is more to consider...