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Financial Scams

The UK experienced rising levels of fraud throughout the coronavirus pandemic and it is estimated that more than £750m was stolen from consumers in the first six months of 2021. According to UK Finance,…

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Many savers will be aware of how low interest rates are at present and have been for several years now, with the most competitive rates on easy access savings accounts currently around 0.50% pa…

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Health and Social Care Levy

Following the announcement by Boris Johnson on 7th September, we have outlined below points for consideration:

Social Care Plan

A new social care tax is set to be introduced across the UK to fund reforms to…

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Exam Success

We are very pleased to announce that both James and Adam have passed their latest exams and have now completed the Advanced Diploma in Financial Planning meaning they are now Chartered Financial Planners!


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Congratulations James!

Huge congratulations to our very own Paraplanner James Hunt who has stepped up to be a Financial Planner.

James started his career in Financial Services in 2015 when he left University with a degree…

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As retirees will be aware, their State Pension increases each year. The increase is determined by the ‘Triple Lock’ which means it will increase by the higher of:

  • Consumer Price Index (CPI) – measured in…
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Last week the Financial Conduct Authority (FCA), our regulator, announced that it has fined LBGI, the insurance division of Lloyds Banking Group, £90.7 million for failure to ensure that their home insurance renewal communications…

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Cryptocurrency Clamp Down

Cryptocurrency is a digital or virtual currency. Some of you may recognise the product ‘BitCoin’ as this is one of the most popular cryptocurrencies on the market. There are several other cryptocurrencies available.


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HMRC has provided a welcome update in relation to life policies and the requirement to register on the Trust Registration Service (TRS).

Placing life policies into trust can be beneficial in estate and inheritance planning…

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The Office for Tax Simplification (OTS) has published a document setting out the scope for a review into amending the end of the tax year date, which is 5th April at present.

The 31st March…

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