One of the key considerations we have when, following the creation of a detailed Financial Plan for a client, we recommend investing, is to consider how long the money will be invested before it's needed. Here we consider why age is often not a significant factor.

The Winter Fuel Payment has received a lot of publicity over the last 12 months. Here we look at what it is, who can receive it, and summarise the recent changes.

In the Budget on 30th October 2024, there were some announcements about changes to Capital Gains Tax which were effective immediately. In this article we'll look at what changed, and how you can report your gains in the most effective manner.

Michael explains how taper relief applies when you make a gift.

How to maximise the IHT Annual Exemption to Gift £9,000 (or £18,000 for a couple): A Step-by-Step Guide