News & Blog

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  • From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)

    • Research indicates nearly nine in 10 adults are unaware that pensions will fall within IHT from 2027
    • Fraudsters are
  • Research has found that UK investors remained committed to growing their wealth during the first half of the year

    • Despite continued geopolitical and economic uncertainty, 30% of investors increased contributions to their portfolios in
  • 31 July 2026

    July News in Review

    By FMB

    Andy Burnham’s first week as Prime Minister, June’s easing inflation, oil price volatility plus US tariffs and house price growth

    • Latest government policy announcements include a 20% cut in business rates for hospitality and a cap on bus
  • We would like to say a massive thank you to everyone who took part in the survey we published a little while ago and shared their views on incorporating health and lifestyle information into personalised financial planning.

    It is very

  • 31 July 2026

    David Edwards in 10 questions

    By FMB

    Dave is one of our most experienced Financial Planners having worked in financial services for 25 years.

    Dave is a popular member of the team, who is passionate about looking after his clients, consequently he has been trusted by many who

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