Throughout our lives, we both give and receive support across generations, whether within our families or as part of society. This concept, known as the intergenerational contract, ensures that different generations support each other based

A recent report* estimates 13 million UK adults are sitting on £430bn savings. The report, titled ‘Empowering retail savers to engage with investing’ suggests savers are “missing out” on earning better returns over the long term.

The

What is a Mortgage Capacity Report and how can we help?

Our Mortgage Capacity Report (MCR) service provides a summary of borrowing capacity for your client, based on a review of the mortgage market and the individual’s circumstances.

The

Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the value of estates for IHT purposes, during the Autumn Budget 2024. Under the proposals, pension administrators will report and pay IHT

It's always good to have a recommendation for a book, podcast or film. If you are interested in money and finance, there is some great non-fiction out there, as well as some cracking entertainment. Not surprisingly, our team have some great

Could your finances benefit from a spring clean? You could take your cue from the Swedes. They believe in ‘döstädning,’ or ‘death cleaning.’ It sounds pessimistic, but it involves decluttering your belongings to reduce the burden you leave

US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town”– and that sheriff’s policies are already having far-reaching  consequences. While dealing with geopolitical uncertainties is clearly nothing new for