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FUTURE PLANNING

The all important family money chat

In our planning meetings, we are encouraging our clients to do one thing. Have the family money chat. As the…

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Turbulent times in the mortgage market

For our clients who have their mortgage renewal approaching, it’s natural to target a better – lower – rate. After…

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FUTURE PLANNING

IHT and pension funds: Are changes still on track for 2027 deadline?

The announcement to include pensions in your estate for inheritance tax (IHT) purposes from 6th April 2027 is widely known.…

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COMPANY NEWS

A Good News Day

Where do we start? It feels great to be sharing good news so early on in the year. Here at…

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HEALTH AND WELLNESS

What’s in it for me?

What’s in it for me? This may sound like a strange question to start the year off with. It may…

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COMPANY NEWS

SK Footprints: Ever wondered what we do when we’re not focused on finances?

I was sitting in a presentation and saw a graphic that immediately grabbed my attention – 4/2080. It was estimated…

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FUTURE PLANNING

Sometimes the best way to predict the future is to try and create it

The media speculation about the Budget has been vast. And there are a lot of concerns about what people should…

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PERSONAL FINANCE

Know thyself: Are you a spender or a saver?

Ok, I know that in the run up to Christmas, not many of us are savers. But honestly, this is…

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EDUCATION

An AMAZING win: All school children in England to be taught financial literacy

I don’t feel we get to say this very often in the world of finance at the moment. But we’ve…

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