The way that people view work is something that continually changes, especially as different generations move their way through career … Continue reading A popular approach to retirement: Phasing

When it comes to long-term investment, cash has typically been less advantageous than other assets. With recent changes to the … Continue reading Is cash king? Why diversification can boost your investment strategy 

When it comes to structuring your wealth, most people are familiar with pensions, ISAs and direct investments. Yet there’s another … Continue reading Incorporating investment bonds into your portfolio – The benefits and potential downsides

For many business owners, the biggest threat to financial security isn’t always the market, the competition or even the broader … Continue reading Building resilient finances – the importance of income and key person protection

The Pension Protection Fund (PPF) will no longer charge a levy this year, freeing up £45 million across 5,000 Defined … Continue reading PPF levy reform: How it is saving £45 million for pensions schemes

Life insurance is often taken out to provide financial security, but many policyholders in the UK may be overlooking a … Continue reading Could your life insurance policy expose you to Inheritance Tax?