by Joel Stone | Jan 14, 2026 | News
When you’re building a business, you might have little time to think about other aspects of your long-term finances. However, overlooking your pension in favour of your business could leave you in a difficult situation when you want to retire. According to a survey...
by Joel Stone | Jan 13, 2026 | News
The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned to set financial goals at...
by Joel Stone | Jan 13, 2026 | News
When chancellor Rachel Reeves delivered the Budget in November 2025, you might have breathed a sigh of relief that Income Tax rates weren’t increasing. However, fiscal drag could still harm your finances over the long term. Fiscal drag occurs when tax thresholds...
by Joel Stone | Jan 13, 2026 | News
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT purposes for the first time from April 2027....
by Joel Stone | Jan 10, 2026 | News
A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a MoneyAge article (11 November 2025). Striking the right balance with pension contributions is important. Contribute too...
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