News & Blog

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  • 13 January 2021

    Self-employed? Be pension proud

    By FMB

    Last year was challenging, with job losses and pay cuts causing many to tighten their budgets. It was particularly difficult for the self-employed, with many freelancers losing income as companies cut costs and stopped using contractors.

  • More than ever, UK savers are struggling to prioritise their pension, with over half saying they are likely to review or reduce their pension contributions in the wake of the pandemic*.

    It’s true that it can be easy to think of pension

  • 08 January 2021

    Looking Forward to a Better Year

    By FMB

    Last January, as a new decade dawned, little did we know how the next 12 months would unfold. Now, as another year begins, there are growing shoots of optimism but, whatever the year does bring, a crucial lesson from 2020 is undoubtedly the

  • 08 January 2021

    Put Your ISA on the Agenda in Q1

    By FMB

    With the end of the tax year fast approaching (Monday 5 April), if you have cash that you don’t need to access in the short term and would like to use some or all of this year’s ISA allowance, don’t leave it too late and risk missing out on

  • 06 November 2020

    Let's Talk Money...

    By FMB

    This week is Talk Money Week, a campaign created by The Money and Pensions Service to try and encourage people to talk openly about money to improve their financial wellbeing. This is a campaign which we really support as, even in 2020,

  • 02 November 2020

    Trust Registration Rules Are Changing

    By FMB

    Previously, Trusts only needed to be registered with HMRC’s online Trust Registration Service (TRS) if they generated a tax consequence. But new rules, introduced to tackle money laundering as part of the EU Fifth Anti-Money Laundering

  • 30 October 2020

    1000 Word Financial Plan

    By FMB

    Sometimes we have to put together case studies for competitions and awards. It's hard to describe what we do and just how powerful it can be, but in this abridged version of a financial plan you can begin to see how useful working with a

  • 13 October 2020

    5 Steps to Improving Your Wellbeing...

    By Rebecca Wilson

    At FMB, we often talk about wellbeing, both with our clients and our staff and most of our events are linked with improving our wellbeing in one way or another:-

    • Nordic Walking taster classes
    • ‘The Psychology of Retirement’ seminar with
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