Financial Planning News

October 13, 2022

Ailsa Thomas, winner of the Retirement and Later Life Advice Specialist of the year

Our retirement and pension planning specialist, Ailsa Thomas has won an award from the Personal Finance Society, the professional body for financial planning in the UK. […]
September 28, 2022

What does the Mini Budget 2022 mean for pension planning?

The new Chancellor of the Exchequer, Kwasi Kwarteng, introduced several tax cuts in his mini-budget Fiscal Statement, dubbed “plan for growth”. This statement follows through on […]
September 7, 2022

Trustee responsibilities for the Trust Registration Service

As a trustee, you have many responsibilities, and for some, this will include the need to register the trust with the Trust Registration Service before September […]
September 7, 2022

Pension Awareness Day

Pension awareness is an event held from the 12th-16th of September 2022, providing everyone with free, impartial, and straightforward pension information. It’s brought to you by […]