Placing assets into a Trust

Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control over asset distribution. Properly structured, …

Financial protection

Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is …

Investing a lump sum

Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance, windfall, or proceeds from a …

The importance of drafting a Will

Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in …

Retirement experience among over 55s

Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how they find the overall retirement …

Young women and retirement

How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged 22-29 years) would be frustrated if they couldn’t retire by …

State pension awareness

What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% to £11,502.40 a year for post-2016 retirees. However, according to …