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Relevant life plans: is your business missing out?

Most people pay for life insurance on an individual basis. But, if you’re a company director, an alternative option could potentially save you thousands of pounds in insurance premiums.

What’s it like to be a woman in the financial planning industry?

Chartered independent financial adviser Sandra Saint talks about her career, and how the financial planning industry has changed for women.

Why seeing Pension Wise before a financial adviser might make sense

A financial adviser can help you prepare for a worry-free retirement. But before booking that all-important introductory meeting, it could prove useful to consult Pension Wise - the Government's free pension guidance service.

Tax year-end planning: avoiding withdrawal symptoms

Years of planning how best to put money into your portfolio can be ruined by not planning how to take it out again. Here we discuss the two main tax planning concerns for investors who are thinking of disinvesting

Spring Statement 2019 snapshot

Unemployment rate at its lowest since 1975, and wages at their highest in a decade – read a snapshot of Phillip Hammond’s latest announcements from the Spring Statement 2019.

Top 3 tax allowances to maximise – making the most of them?

Maxed out your pensions annual allowance, put all you’re prepared to save into a pension this year but want to make the most of your capital before the tax year ends? Read on to find out about other ways to save on tax.

Why it pays to review your pension if you earn over £150,000

If you earn over £150,000, then your pension annual allowance will be subject to tapering, due to rules introduced back in 2016. Here's what you need to know about how it could affect you.

Prepare now for the new tax year

The new tax rates and thresholds for the 2019/20 tax year will take effect from 6 April, and here’s what you need to know about the changes coming into effect.

Breathe a sigh of relief this tax year-end

The 2018/19 tax year end is fast approaching, which means now is the time to review your tax position. There are certain steps you can take to ensure you remain ahead, and we start by looking at reliefs, specifically pension tax relief.

Shareholder protection – what happens to my business if I die?

If you haven’t yet made a plan for what'll happen to your business in the event of the death or critical illness of a director, key shareholder or star employee, here's what you need to know.

Get your finances in order with the ‘PIMPSI' rule

Joe Swanson, an independent adviser at AFH Wealth Management, looks at what you need to be thinking about when it comes to creating your financial plan.

The risks of leaving inheritance tax planning too late

The risks, costs and delayed timescales that can be involved in deathbed IHT planning could mean if you leave it too late, it could cost your beneficiaries a lot.