From time to time we discuss current topics and areas of interest for our clients.  All views and opinions are our own but nothing should be taken as advice without meeting with us first to discuss your personal circumstances.


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A time for giving?
We are all aware of the effect that the Coronavirus pandemic has had on the country’s economy and many of the population’s personal financial stability.  You may have family members or friends who have...

16 Dec 2019

"I wish I knew what Diversification was, but I’m too embarrassed to ask"

Published by MoneyWeek in November 2019: "General Election Special: November 2019"​

Diversification is the process of dividing y...

Lasting Powers of Attorney

An insurance policy

Lasting Powers of Attorney are like an insurance policy in that you put them in place whilst you have mental capacity and hope that they never need to be used. However, should...

1 Oct 2018

[Originally Published by in October 2007]

Heather Bateman had to run the family finances after an accident left her husband in a coma; and thanks to the Court of Protection, three years of pain and misery fo...

How tax-efficient gifting can save money on your estate

Gifts are liable for Inheritance Tax (IHT) if you give away more than £325,000 capital in the 7 years before your death and while for some of us this tax charge can...

Article from The Times, published 25 March 2017. Written by Mark Atherton.

Article: "Experts say that a surprising number of people don’t invest their allowance because of confusion about the individual savings account (Is...

Article from The Financial Times, published 21st July 2016. Written by Claer Barrett.


Repaying your children’s student loan is the ultimate generational false economy

My stepson is a clever old stick. He passed A-le...

7 Aug 2016

Article from The Sunday Times Money Section, published Sunday 7th August 2016. Written by Ruth Emery.


"Paying for help at home presents daunting challenges, from toeing the legal line as an employer to sorting out...

Long term care is not often a subject that most people will consider.

That is, until the point when either you or a loved one are in need. As advances in medicine and improved living standards leads to increased life expec...

This government scheme opened on 12th October 2015 and ends on 5th April 2017 allows individuals who are already receiving the state pension, and those who will reach state pension age before 6th April 2016, to buy extra...

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