How to use life insurance to cover a future Inheritance Tax bill for your family
The amount HMRC collected through Inheritance Tax hit a record high in 2023/24. If your estate could be liable for…
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Chartered Financial Planner | Blog Archive | Biography
How to make the unexpected part of your financial plan
Unexpected events could derail even the best-laid plans. While you might not know what’s around the corner, an effective financial…
Retirement planning: Bringing together your goals and finances
Over the last few months, you’ve read about some of the areas you might want to consider if you’re nearing…
The families of 6 in 10 over-75s could face challenges if they lose mental capacity
A new survey suggests around 3.4 million people over 75 haven’t arranged a Lasting Power of Attorney (LPA). Find out…
Everything you need to know about the 2023 Autumn Statement
Jeremy Hunt has delivered the 2023 Autumn Statement. Here’s everything you need to know about the chancellor’s announcements and what…
4 annuity myths that could mean you’re missing out on security in retirement
More than 8 in 10 people taking financial advice say income security in retirement is very important. Yet, research also…
The Lewis Moody Foundation, Western Front Cycle Ride raises over £60,000!
Our Managing Director Mark Rockliffe recently successfully completed a challenging 1000km charity bike ride following The Western Front with Lewis…
Should you take your pension tax-free lump sum to kickstart retirement?
Did you know you could withdraw a lump sum from your pension without paying Income Tax? This could provide the…