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Latest news and insights

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Rise of the ISAs

1st November 2024

The latest figures from the Bank of England revealed cash ISAs continue to rise in popularity, with the amount people are saving up 17% in the year to September 2024, from £3.25 billion to £3.79 billion. Read more to find out what's driving this popularity.

insights
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Ghost Pensions: tracking down lost pots

31st October 2024

‘Ghost’ pensions - pension plans that exist on paper but are not actively funded nor ‘managed’. This article delves into why the issue of ghost pensions is growing, the importance of finding lost pensions, and what steps to take once they are found.

news
Palace of Westminster and Big Ben in sunny autumn day, London

Autumn Budget 2024

31st October 2024

Chancellor Rachel Reeves gave the first Labour Budget speech for nearly 15 years on 30 October 2024. Here we've summarised the main elements of interest for financial planning.

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21 May 2024

How to escape the tax raid on your wealth

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