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 on their needs and resources. However, with shifting economic conditions and demographic changes, this balance is increasingly under

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 research highlights three reasons why savers are reluctant to invest:

• Too many options: One in five (21%) people with savings don’t think

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 primary purpose of a mortgage capacity report in divorce proceedings is to provide clarity and transparency regarding each spouse’s

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 directly to HMRC. Death-in-service benefits paid out by employers have traditionally been separate from personal pensions for the purposes

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 picks!

Adam Parkinson suggests,  'How an Economy Grows and Why It Crashes' by Peter Schiff. A great introduction for an investing

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 behind to loved ones.

The philosophy gained international prominence through a 2018 book called 'The Gentle Art of Swedish Death

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 long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based on careful

Take the first step today – your future self will thank you!

The beginning of the new tax year is the perfect opportunity to take control of your finances and set the tone for the months ahead.

By implementing a thoughtful financial plan, you can make the most of your money, achieve your goals and ensure financial peace of mind. Here are just a few key considerations to