Financial Planning

Our guide looks at the current economic outlook and the announcements made by the Chancellor in the 2026 Spring Forecast.

Changes to Agricultural and Business Reliefs mean that Inheritance Tax could impact more farming families than before. But wealth management and succession planning can help minimise what’s owed; we look at what you need to consider.

As assets increase in value and tax-free thresholds remain static, it’s crucial to factor in Inheritance Tax as part of your estate planning. Here’s how IHT works and how you can manage any IHT liability due.

From April 2026, 100% Business Relief will be capped at £1 million, which could leave loved ones facing a hefty IHT bill. We look at how a life insurance policy can cover any remaining IHT so that valuable assets don’t have to be sold.

When faced with a major financial decision, a financial adviser can help you make the most of your finances. But, with so many out there, how do you know where to start? Senior Financial Planner, Tony Robinson, explains how to choose a financial adviser that’s right for you.

We take a look at the changes announced by the Chancellor in the Autumn Budget, plus what they could mean for your savings, investments, and retirement planning.

From April 2027, the rules around pensions and Inheritance Tax (IHT) are changing, and it could affect how much IHT your loved ones need to pay. We look at who this might impact and what you can do to prepare.

What are the key points announced in the Chancellor's Spring Statement? We take a look at what the announcement will mean for welfare, tax, and government spending.

What are the key points announced in the Chancellor's Autumn Budget? We take a look at what the announcement will mean for stamp duty, income tax, and more.

New rules for auto-enrolment contributions will make more people eligible to join workplace pension schemes. To help your business plan for the future, we look at what those changes mean for you and your employees, and how you can mitigate extra costs.

Private medical insurance doesn’t normally cover pregnancy, birth, or post-natal care. But you should be covered if any complications affect your health – for example, miscarriage or pre-eclampsia.