30 October 2025
Can I leave my pension to my children, and will they be taxed on it?
From April 2027, unused pensions will usually be included in your estate for Inheritance Tax. Find out how the changes could affect what your children inherit from your pension.
3 October 2025
Q3 2025 Market Summary
Global markets delivered strong returns in Q3 2025, fuelled by the AI boom, easing trade tensions, and rate cuts that boosted investor confidence, while the UK economy showed stronger-than-expected growth.
27 September 2025
How to prepare your pension and estate plan for the 2027 reforms
From April 2027, pensions will be included in inheritance tax. Discover how this change could affect your estate and practical steps to prepare.
10 September 2025
What should I do with a large pension pot before the rules change?
If you have a large pension pot, proposed inheritance tax changes could mean a hefty tax bill for your loved ones. Glen Neagle explains what to consider now.
6 September 2025
Keeping the farm in the family: Planning for 2026 inheritance tax changes
New inheritance tax rules in 2026 could impact family farms. Learn how to plan ahead to protect your land, use reliefs wisely, and pass on your legacy.
2 September 2025
What to expect in the Autumn Budget
Chancellor Rachel Reeves is set to deliver her second Autumn Budget at the end of October. What reforms and changes she could include?
15 August 2025
Bank of England cuts interest rates again – what does this mean for you?
The BoE cut the base rates by 0.25% to 5% – the first such cut in more than four years. Here’s what the recent cut could mean for you.
8 July 2025
Q2 2025 Market Summary
Markets rebounded in Q2 2025 despite global uncertainty. Discover how tech led the recovery, why diversification paid off, and what to watch in the months ahead.
18 June 2025
Pensions and inheritance tax changes 2025: What you need to know
Understand how the pensions and Inheritance Tax changes in 2025 could affect your retirement savings and estate planning.
7 May 2025
Why it’s vital to remain calm and trust in your plan during periods of market volatility
Trump’s tariffs sparked global market volatility. Discover why staying calm and focused on your financial plan is essential now.
5 March 2025
4 key changes coming in the new tax year that could affect your business
There are several reforms to tax and reliefs for businesses coming in this April. Find out more about how they could affect yo
19 November 2024
What the October Budget means for inheritance tax planning
Discover strategies to protect your farm, business, or land from inheritance tax following the October 2024 Budget changes to relief.
30 October 2024
2024 Autumn Budget Update
An overview of the key changes from the 2024 Autumn Budget, that may impact your finances this tax year and beyond.
30 August 2024
5 possible tax and pension changes coming in the Autumn Budget
The Autumn Budget will be the first Labour Budget and is expected to address a “£22 billion black hole” in the public finances.
6 March 2024
All the winners and losers from the 2024 Spring Budget
If you want to know how the 2024 Spring Budget affects you, here are all the winners and losers from the chancellor’s latest fiscal announcement.














