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.

Regular readers will know that one of our favourite investment managers, Tatton Investment Management, publish regular video updates to...

Had I told you last September that in a year’s time: Inflation would be over 12% Interest rates will be 7 times higher Our energy bills...

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