With the focus on kickstarting the economy, perhaps some of the tax rises we might have anticipated have been postponed for better times. However, there are still some less obvious ways the budget is set to bring in revenue.

Tax allowance

We are extremely proud to join the PFS' Financial Vulnerability Taskforce, an initiative created to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability. We are

From 1 February 2021, pension companies must offer ‘investment pathways’ to customers who don’t have a financial adviser acting on their behalf. This is an attempt by the financial regulator to make it easier for those approaching

If you enjoy our newsletter you may have seen this week we were hosting an event for clients. You may have even attended!

Our Virtual tour of Kirkby Lonsdale with Blue Badge Guide, Tess Pike was one of the most successful events we have

How many times do we hear, “Interest rates are rubbish”, “They’re not what they used to be”?

Yes, it’s true. The Bank of England have interest rates at their lowest ever level since records began. However, we really must keep this in

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