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

Older Borrowers

With a rise in ultra-long mortgage terms and deals taken out later in life, the number of people who will be paying a mortgage into their seventies has grown rapidly. Data* reveals a 156% increase in older borrowers taking out longer loan terms in the last five years.

Regional value divide

Half** of the UK’s 30 million homes increased in value by 1% or