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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.


Francesca Jones is interviewed for the Tennis Insider Podcast
At the end of last year, our brand ambassador Francesca Jones appeared on the Tennis Insider podcast and spoke with striking honesty about the reality behind her rise in the sport. Earlier in 2025, Francesca was facing the possibility of walking away from tennis altogether. After seven surgeries, constant physical setbacks and living with a rare syndrome few doctors fully understood, she found herself questioning whether continuing was sustainable, both physically and mental
23 hours ago1 min read


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 5, 20251 min read


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 6, 20251 min read


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 9, 20253 min read


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 3, 20253 min read


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 1, 20251 min read


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


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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