Wealth knowledge, January 2021

The average person in their 30s and early 40s faces a wait until they are 64 to inherit their parents’ wealth, according to the Institute of Fiscal Studies (IFS).

How to shield income from taxation

“How can I legitimately reduce my tax bill” or “how can I keep more of my income” are two similar questions we get asked fairly regularly, often by clients who seek to validate how they are managing their finances.

Could interest rates turn negative?

In a year of firsts for many of us, the Bank of England (BoE) has mooted a first of its own: they have asked the banks if they are operationally ready for negative interest rates. That is, banks, and by extension those that save with them, would be charged for holding onto cash.

Wealth knowledge, December 2020

Mortgage payment breaks have been extended for homeowners who are being financially affected by the ongoing pandemic.

How much is needed to start investing?

All investors have to begin somewhere. The short answer is £50 a month, but that’s probably not particularly helpful to you because it does not take into account your circumstances.