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Why now is the perfect time to start thinking about the end of the tax year

11/01/2022 2022 may only have just started, but now is an excellent time to start thinking about the end of the tax year. Planning now can help you make the most of allowances and reduce how much tax you pay. The 2021/22 tax year will end on 5 April 2022. This date is when many tax-efficient... Read more

8 things to do if you’re retiring in 2022

11/01/2022 If you’ll be retiring this year, you may be looking forward to more free time to focus on what you enjoy. As you start making plans, you need to set out your expectations and how you’ll create an income. To do that, a bit of planning is required, and these eight steps are a great... Read more

7 positive habits that could improve your wellbeing

15/12/2021 As we head into a new year, it’s common to think about the changes you could make to your life to improve your wellbeing and reach your goals. Taking steps to instil positive habits at the start of 2022 could set you up for greater wellbeing in the long term. If you’re thinking... Read more

2 ways you can reduce your monthly mortgage payments

15/12/2021 Rising inflation is putting pressure on household expenses across the UK. Your mortgage is likely to be one of your largest monthly payments and reducing the cost could improve your budget. According to the Bank of England, the inflation rate in November 2021 was 4.2%. That means... Read more

40% of people worry about Inheritance Tax, but only 7% seek advice

15/12/2021 4 in 10 people are worrying about the impact Inheritance Tax (IHT) could have on the legacy they leave behind, according to Canada Life research. Yet, despite these concerns, just 20% are taking steps to reduce liability and only 7% seek professional advice. With a standard rate of 40... Read more

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Working with the team has given me confidence in dealing with the very complex options in today's pension environment.

Jeff from Derbyshire

My dealings with Jennifer have always been a pleasure. She is very trustworthy, professional and very knowledgeable concerning all aspects of pensions, investments and life insurance. Jennifer took the time to ensure that I fully understood all of the commitments I was undertaking. I would certainly have no hesitation in recommending Jennifer as an IFA.

Paul Watts from Milton Keynes

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