News and Articles
Find out about the latest industry specific news
The best way to minimise inheritance tax risk
How can I minimise the amount of inheritance tax my family may have to pay when I die? How much am I allowed to give
Why cash is king
Cash is King is an old saying which is often used to highlight the importance of having enough cash on hand. With deposit based interest
Regulation is coming for pre-paid funeral plans
The Financial Conduct Authority (FCA) had laid out its plans to regulate the pre-paid funeral plans sector. A new consultation, which is open for feedback
Could these proposals resolve the adult social care crisis?
An ongoing political hot potato is the cost of funding adult social care. With an ageing population and a means-tested system for funding care, subsequent
Financial Vulnerability Taskforce
You may have noticed a shiny new logo on my website recently. I’m delighted to have registered my support for the Financial Vulnerability Taskforce, a
So, when is the right time for care?
Planning for a care and support need is not usually high on our list of priorities. As a result, I often find people planning for
Light at the end of the coronavirus tunnel
Nobody has escaped the impact of this pandemic; it has affected businesses, personal finances, and physical and mental health. As I write this, there is
Lockdown can’t stop your retirement dreams
January has always been the month to try and make New Year’s Resolutions, but this year is very different. As we start in 2021, we
Who cares about care?
It’s not easy going through the experience of finding the right care for a loved one. It is an emotional time which involves lots of
