News & Blog

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  • 07 March 2025

    The Spring Statement Coming Up

    By FMB

    Chancellor Rachel Reeves is set to deliver the UK's Spring Statement on March 26th. Traditionally it’s been a brief update on the nation's finances, but this year's statement could be unusual in that it may have to include further measures to try and balance the books.

    The OBR is expected to lower its growth forecast, which could eliminate the £9.9 billion buffer in the

  • 27 February 2025

    What happens when I die?

    By FMB

    Well, we can't give any spiritual answers but clients who attended our event last week will now know the steps to simplify their affairs and how their estate will be handled. It was a really useful session for anyone who may be an Executor. We don't record our events as we like to encourage participation, but we have a summary of what was discussed.

    • Administrative

  • People are increasingly seeking financial guidance on social media. While financial influencers – or ‘finfluencers’ – can be useful in raising awareness around financial matters, there is also a darker side to the growth of unregulated advisers.

    Social media age

    In the UK, more than one in four people use some combination of social media, community messaging apps and

  • As we step into 2025, now is the perfect time to set your financial plans in order. With changes on the horizon – like many pension pots becoming subject to inclusion in Inheritance Tax (IHT) calculations from April 2027 – it’s wise to prepare early.

    Financial wellbeing involves having a positive relationship with your money, feeling secure and in control of your

  • If you’re considering talking to a financial adviser, you’re likely weighing up whether it’s worth the cost. On one hand, they can help you navigate the complex world of investments, pensions, and financial planning. On the other hand, not every experience with a financial adviser is a smooth one. Let’s break down the potential pitfalls of using a financial adviser—and why

  • It sounds a bit lax, like losing coins down the back of the sofa but it’s no surprise when you think about it. Life gets busy. Between career changes, house moves, and the constant juggling of responsibilities, it’s all too easy to lose track of old savings accounts, pensions, and investments. If this sounds familiar, you’re not alone. In the UK, billions of pounds lie

  • 01 November 2024

    Our Guide to the Autumn Budget 2024

    By FMB

    On Wednesday 30th October, Rachel Reeves, the Chancellor of the Exchequer, addressed the Commons to deliver the Autumn Budget 2024.

    In our comprehensive guide we analyse the key tax changes and outline the practical implications for you, your family and your business.

    For your copy, please just click on the download button below.

  • 18 September 2024

    Beware Shoulder Surfing

    By FMB

    Now manufacturers and software developers find more ways to make our mobile devices secure with biometrics and multi factor authentication, inevitably fraudsters are looking to human error to let them in.

    The value is not really in your phone, it is in cracking the apps on there to access your financial information.

    Sadly watching over your shoulder as you type in your

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