Without having a clear financial plan for when you retire, there is a risk that you will run out of … Continue reading Leaving work? Have you got a plan in place?

When it comes to investing, most people are aware of the two broad strategies that dominate the field: active and … Continue reading Active vs passive investing: Which strategy is right for you?

With the Government’s announcement of a two per cent rise in Stamp Duty Land Tax (SDLT) on second homes, buyers … Continue reading Buying a second home? Watch out for the new SDLT increase

Venture capital trusts (VCTs) offer an opportunity to invest in smaller UK companies while benefiting from attractive tax reliefs. As … Continue reading What are venture capital trusts (VCTs) and how to use them safely

When it comes to taking money from your pension, careful planning is essential to minimise your tax liability and maximise … Continue reading How to structure pension drawdowns to optimise tax efficiency

When it comes to managing your investments, you may have come across various strategies that aim to balance risk and … Continue reading What is the core-satellite strategy, and should you use it?