Blog

Why rising house prices could mean you need to reconsider your Inheritance Tax plan

25th August 2021 House prices have reached record highs this year. While you may be pleased the value of your home is increasing, it may also mean you now need to consider Inheritance Tax (IHT). Or if IHT already plays a role in your plans, they may need updating. A combination of rising... Read more

State Pension triple lock: Could the pandemic mean a bumper rise?

25th August 2021 Every year, the State Pension triple lock is debated. The government has already ruled out scrapping the State Pension guarantee, but the pandemic could mean it costs far more than expected. If you’re a pensioner, you could see your income enjoy a record rise. What is the... Read more

Investment market update: June 2021

Wednesday 4 August 2021 After the global economy suffered due to the pandemic and related restrictions, the World Bank now predicts that it will grow at the fastest rate recorded in 80 years. The organisation expects the global economy to grow by 5.6% in 2021. However, it also warned that poor... Read more

What does the end of the Stamp Duty holiday mean for the property market?

Wednesday 4 August 2021 In a bid to keep the property market moving, chancellor Rishi Sunak introduced a Stamp Duty holiday a year ago. It led to property prices soaring but, as the holiday comes to an end, what does it mean for the property market? When purchasing property in England and... Read more

ESG investing: The impact climate change could have on your investments

Wednesday 4 August 2021 Last month, leaders of the G7 nations gathered in Cornwall for a summit. Unsurprisingly, the pandemic was top of the agenda, but climate change also featured prominently. As countries reaffirm their support for limiting climate change, it could affect businesses and, in... Read more

Testimonials

We are a charity that was looking to provide a pension. They were extremely helpful with this and has continued to monitor and provide assistance. We have recently changed provider of pension, a very smooth transition with their help. We are currently looking at auto enrolment.

Christine from Blackburn

Paul really knows his stuff and has opened my eyes to a few products recently, such as relevant life policies, which offer tax benefits to company owners. He is a great guy and I wouldn't hesitate to recommend him to my clients.

Keith from Towcester

CALL US NOW T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.