Some 18 years ago in 2006, it became Government policy to put a limit on the size of a pension fund an individual could accrue before potentially incurring taxable penalties. This pension fund size limit

How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards,

Despite efforts by businesses and governments to tackle the gender pay gap, it remains a significant challenge for women. This is accompanied by other financial barriers such as insufficient maternity cover, childcare costs, and the

Are you considering selling your business in the near future? Transitioning out of or selling a business can be one of the biggest financial decisions you will encounter and marks a critical transition into the

In a recent publication with Scottish Financial News, Rhian Morgan delves into the intricacies of nil-rate bands in the context of recent proposed changes to inheritance tax by the Prime Minister. With considerations of potential

Speaking with The Press & Journal in September 2023, Chartered Financial Planner Paul McCabe suggests that a less transactional approach to financial advice, focusing on long-term and holistic benefits, can significantly enhance clients’ financial well-being. Paul

The evolving circumstances of the workforce, including staff turnover and life events, emphasise the need for regular pension updates, and external economic changes and market shifts since 2019 highlight the importance of reviewing the suitability

In a publication in The Press & Journal, Chartered Financial Planner Alana Davidson considers the often grey area around money and adult children. A recent study reveals that one in 10 parents has taken on

With the cost-of-living crisis, increasing rates of inflation and rising mortgage costs, financial advice is not limited to those planning, or enjoying retirement. There are many reasons to seek out financial advice when starting out,

Before investing a penny, both you and your financial planner must agree on dealing with the inherent risk of investing. However, many clients cannot communicate their attitude to risk because they have never thought about