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NEWS
The latest financial planning news and our thoughts.
Here you will find all the latest, relevant news from the world of financial planning, as well as our take on the issues of the day.


Celebrating Chartered Success: Congratulations to Chris Hughes
We are delighted to share the fantastic news that Chris Hughes  has officially become a Chartered Associate of the London Institute of...
Sep 51 min read
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Changes to Inheritance Tax and Pensions
From April 2027, new rules will change how unused pension funds are treated for Inheritance Tax (IHT) purposes. These reforms may have a...
Aug 61 min read
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Planning for the Retirement You Deserve
Retirement planning is about more than saving—it’s about making the most of your money and securing a fulfilling future. Whether...
Jul 93 min read
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Make the Most of Your Money with Tax Planning
Effective tax planning helps you keep more of what you earn. Whether you are employed, self-employed, retired, or running your own...
Jul 33 min read
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Our brand ambassador Francesca Jones wins in Brazil
We are delighted to announce that Francesca Jones, our incredible brand ambassador, equalled her career-best title with silverware at the...
Apr 11 min read
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A Guide to the Autumn Budget Statement 2024
The Chancellor of the Exchequer, Rachel Reeves, delivered her maiden Autumn Budget Statement 2024 yesterday, Wednesday 30 October,...
Oct 31, 20242 min read
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Tax and Financial Planning Quarterly Bulletin, Jan 2024
Welcome to the latest bulletin in our series which we publish every 4 months (3 times a year). These bulletins cover topical subjects...
Jan 23, 20241 min read
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Our Guide to the Autumn Statement
The Chancellor of the Exchequer, Jeremy Hunt, unveiled his 2023 Autumn Statement yesterday, alongside an updated economic forecast from...
Nov 23, 20231 min read
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