In the UK, Winter Fuel Payments (WFP) are typically made to pensioners to help with heating costs. However, starting from winter 2025/26, there are new rules and guidance on how Winter Fuel Payments will be recovered from wealthier pensioners. Tax clawback for Higher Incomes Opting Out of the Payment You can find out more information, …
How things work right now: If you have a defined contribution pension (a pot of money you build up for retirement) it’s currently not counted as part of your estate when you die. This means it isn’t subjected to inheritance tax (IHT). What is changing in 2027? Starting 6th April 2027, the government plans to …
We are looking to recruit an experienced Financial Planner to strengthen our team and support the delivery of trusted financial planning to individuals, families, and business owners across the region. Closing Date: 28/08/25. Location: Bournmoor, County Durham. Job Type: Full time, 35 hours per week. Permanent. The Role The Candidate Who we are: Three Counties …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Interest Rates Decline Key Themes Risk appetite remained strong last month with the US and …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. The Bulls Take Charge Key Themes The US stock market has reached a new all-time …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. A Return to Normal? Key Themes Central banks continue to cut interest rates across most …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Article written 9 May 2025 Relief Rally: All-Clear or Market Myopia? Key Themes April 2025 …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. “Risk Off” Mood Emerges Key Themes The mood among institutional investors has deteriorated in recent …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Reassessing Value Key Themes 2025 has been a mixed year, so far. The winners of …
The people we meet We are lucky that our profession means we get to meet all kinds of people. Our clients are all different, it’s our job to provide solutions to suit their unique needs. We try to get under the skin of our clients’ stories so we can understand what is important to them. …
