By 2020/21 you could save up to £1m of your wealth from Inheritance Tax as a family. Each parent will have a nil-rate band of £325,000 plus a Residence…

Last year the Government announced measures designed to tackle the growing number of estates being drawn into an inheritance tax liability through…

The financial planning profession is changing again. Since the merge of the Institute of Financial Planning (IFP) – the UK-based body responsible…

Have you ever made yourself suffer through a bad movie because, having paid for the cinema ticket, you felt you had to get your money’s worth?

Due to the goverments Inheritance Tax Limit changes, thousands of families will need to review their wills if they want to reap the benefits

If you are 55 or over with a money purchase pension fund then you can’t have missed that from 6th April this year you can take your entire fund in cash –

Last week I was delighted to receive the Life and Pensions Adviser Firm of the Year 2015 award at an exclusive ceremony held at the Sartoria restaurant…

What a success! Last Friday we hosted the Boom! documentary screening and Ready, Steady, Retire! Book launch at Christchurch's Regent Centre.

Last week, Pete Matthew (creator of the Meaningful Money personal financial planning podcast) interviewed myself and my co-author,

Boom! – The New Age of Retirement and How The Baby Boomers Are Changing Everything I am very excited to announce my collaboration…

Baby Boomers account for 20% of the British population and control a staggering 80% of all wealth. As they approach retirement in huge numbers…

As you're probably aware I'm a great fan of trusts and the additional planning opportunities they offer. In May of this year HMRC issued a…