Blog

Interest rates are rising. What does it mean for your mortgage?

24/03/2022 At the end of 2021, the Bank of England (BoE) raised its base interest rate from 0.1% to 0.25%. Then, the Bank increased the rate further in February, to 0.5% and again to 0.75% in March. While the changes may seem small, they can have a significant effect on your mortgage – and... Read more

5 practical questions to answer when you move up the property ladder

24/03/2022 Moving into your second home and stepping up the property ladder can be just as daunting as buying your first home. While you may have built up equity and understand the buying process more than first-time buyers, there are still some things you need to know. There are many reasons... Read more

Inheritance Tax receipts rise again. What can you do to minimise the bill?

24/03/2022 Official figures show that the amount paid in Inheritance Tax (IHT) has increased again. As the IHT thresholds are set to remain the same despite rising inflation, more people will need to consider how IHT could affect what they leave behind for their families. According to a... Read more

A quarter of retirees are relying on an inheritance. Here’s why you shouldn’t

24/03/2022 A significant proportion of retirees are relying on inheritances to fund their later years, but research suggests that it could place their future at risk. According to research from abrdn, almost half of UK retirees fear they will eventually run out of money. A quarter plan to... Read more

Just to Reassure our Clients - Current Events

We are obviously concerned for the people of The Ukraine and the general populous of Russia who want no part in this war, but we also wanted to address any concerns that our clients may have resulting from the conflict. Whilst we are told to expect some continuing impact of the cost of living,... Read more

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Paul from Southampton

I would trust Jennifer with my own investments: A careful, thoughtful, well-researched approach is taken to investment decisions, and risk/return factors are communicated very well to the client.

Will Smart - Accountant in Milton Keynes

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