Insights

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:Winter 2024

Financial Focus: Winter 2024

In this issue... Rachel Reeves’s Autumn Budget, the first of the new Labour government, pointedly avoided direct tax increases on individuals. However increased employer NICs for 2025/25 are likely to test already stretched profit margins for many businesses....

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...

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....

Budget Snapshot: March 2021

The Budget Statement was delivered today shortly after 12.30 this afternoon by the Chancellor of the Exchequer, Rishi Sunak. This Budget takes place after a year that has seen the largest drop in annual national output since the Great Frost of 1709, Europe's coldest...

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