Blog
Welcome to our not-so-regular blog! We won’t flood your inbox with content just for the sake of it. Instead, we’ll only share updates when there’s something genuinely worth your time, like insights into market volatility or helpful explainers such as our recent IHT Explained article
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Inheritance Tax Explained
What is Inheritance Tax? Inheritance Tax (IHT) is a tax on the estate of someone who has died, including all property, possessions and money. [...]
Pensions May Become Part of Your Estate from 2027
What’s Changing? Currently, most pensions in the UK (such as defined contribution pensions) sit outside of your estate for inheritance tax (IHT) purposes. This [...]
60% Tax trap
As part of our ongoing efforts to help you manage your finances more efficiently, we wanted to alert you to a lesser-known — but [...]
Is it time to buy an annuity?
Annuity rates have reached a 16 year high in 2025 after years in the doldrums. As you can see from the graph below, they [...]
Are you paying too much tax?
If you're a higher earner, your pension contributions could be even more valuable than you realise — thanks to higher and additional rate tax [...]
