Some of our clients – especially those with General Investment Accounts (GIAs) or individual shareholdings – may have recently received letters from HMRC. These are part of a campaign encouraging people to double-check their Self Assessment tax returns for dividend income. Here's what's going on, and what you need to do.

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.

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