Pension tax relief threshold could be lowered still further

Higher rate taxpayers should talk to us now

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Investing for retirement

The flexibility to decide on your pension investments at all times

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Dates for your diary

Don’t miss these deadlines

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Tax-efficient wealth creation

Taking advantage of the increased savings allowance

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Investing offshore

With careful planning, a variety of savers could put offshore investments to good use

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Safety in numbers

Reducing the risk of acquiring wealth

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Investing in your child’s education

Make sure that your numbers add up


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Trust in your future

Investment solutions for the diverse needs of our clients

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Inflation matters

Protecting your finances from the return of inflation

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Lifestyle protection

Easing the financial pressures of a critical illness

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Thinking of retiring soon?

Navigating through the minefield of choices

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UK workers neglect to save more tax-efficiently

Don’t miss out on the extra tax relief available this year

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Tackling a potential IHT issue

Now is a great time to discuss your problem with us

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Inheritance tax glossary

The basics

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Corporate financial advice

Meeting the distinct and changing needs of you and your business

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News in brief

Will you have to work until you are almost 80 years of age?

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Ethical money

Making ethical choices when it comes to your finances

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Making a will

The first step to ensure that your estate is shared out exactly how you want it distributed

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The jargon of retirement

What you need to know

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Money Makeover

Tips to make your finances more financially savvy

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Content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.