Insights

Will writing

When did you last review your Will?

If you can't remember, now is likely the right time. Keeping your Will up to date is vital to protect your loved ones and ensure your wishes are followed. A Will isn't just a document; it's a key tool to ensure your assets are passed down according to your wishes....

Financial Focus: Spring 2025

In this issue... As the new tax year arrives, the economic and political landscape has shifted since the new calendar year. While the Chancellor grapples with the challenges posed by disappointing growth and demands on the government’s resources, the return of Donald...
Private Clients: Preparing for Your Insurance Renewal

Private Clients: Preparing for your Insurance Renewal

As a specialist insurance broker our goal is to ensure your insurance cover provides comprehensive protection tailored to your needs. Ensuring your sums insured are correct and up to date is vital Underinsurance can lead to reduced payouts in the unfortunate event of...

Financial Focus: Summer 2024

In this issue...We are pleased to share with you the summer issue of Financial Focus. .If you have any questions or we can be of any assistance please call 020 8681 4994.  

Turning the page to new Labour government

After 14 years of Conservative rule, Labour has taken the reins under Keir Starmer with a massive majority as the electoral map shifted from blue to decisive red on 4 July. The last time the Labour Party replaced a Conservative government, within a few days it sprung...

Financial Focus: Summer 2022

Financial Focus: Summer 2022

In this issue...Financial concerns are taking hold in an increasing number of households. The Chancellor's promise of a £400 discount on everyone's gas bill this year will be a welcome relief for many, but with petrol prices at eye-watering levels it's not going to...

Spring Statement 2022 Snapshot

Spring Statement 2022 Snapshot

The Chancellor of the Exchequer, Rishi Sunak, presented the Spring Statement to Parliament on 23 March. The Spring Statement is one of the two statements the Chancellor makes each year to Parliament on the publication of economic forecasts, the second being the Autumn...

Financial Focus: Winter 2021/22

At this time of year many of us feel like staying in out of the cold and spending time with our families and friends, particularly after the difficult festive season last year.For those reaching pension age, and even those who think they don't have to worry about it...

In Focus: Summer 2021

In Focus: Summer 2021

After the last 18 months, looking ahead is very appealing to many of us. However one critical area of future financial planning is often overlooked. Since the inheritance tax (IHT) threshold is now frozen for the next five years, many more estates will be subject to...

In Focus: Spring 2021

In Focus: Spring 2021

A year after the Covid-19 pandemic took hold, the careful and gradual moves out of lockdown are hopeful. The impact on the economy, both short and long term, is yet to play out, but there are some planning lessons for individuals that we can take from the last year....

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