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Our Latest Investment Market Update – Iran Conflict, Oil and Inflation

Our latest commentary on the financial investment markets and the wider economy. 

Iran conflict, oil and inflation.

The new Wills Bill: What could change and what it means for your estate plan

The current law on wills dates back to the Wills Act 1837, and in today’s world of digital communication, longer life expectancy, and increasingly complex family structures, these long-standing rules can feel a bit out of step.

Budget 2025: ISAs, pension salary sacrifice and savings taxes, and the impact on your financial planning

Today’s budget announcement was awaited by many with a degree of trepidation. Once we got past the early release of the Office for Budget Responsibility’s (OBR) report, the markets stabilised with the FTSE100, bond markets and sterling all being a little positive. As ever, there is more detail to come out in the respective papers, but the overriding feeling is one of complication.

Budget 2025: NMW increases, pension salary sacrifice, and the Fair Work Agency

Employers are once again expected to shoulder a greater share of the cost impact of today's Budget, which arguably contradicts Labour's pledge to support businesses and grow the economy.

What the increased FSCS deposit protection limit means for you

Savers and those holding large amounts of cash after a house sale, an insurance payout or receipt of an inheritance will soon receive further protection for their cash.

Autumn Budget countdown – should you be taking action now?

We are only days away from the Autumn Budget on 26^th November 2025, and speculation is already at fever pitch! Amongst the many areas being speculated on are: Pension Lump Sum Allowance (tax-free cash), ISA allowances, Income Tax for non-earned income, and National Insurance for LLPs

Treasury rules out pension ‘tax-free cash’ reduction

The Treasury has ruled out a reduction in the pension Lump Sum Allowance (tax-free cash) ahead of this month's Autumn Budget, which will come as a relief to those with personal and workplace pensions.

The importance of trusts in financial planning

Trusts are a vital part of good financial planning, and their importance has significantly increased as we enter a new era of restrictive Inheritance Tax (IHT) legislation.

Leaving the UK? What you need to consider when moving abroad

A  growing number of UK residents are heading overseas in search of better opportunities, lower living costs, and improved quality of life. If you’re drawn to a new life abroad, there are some key considerations to factor into your planning. 

Why business succession planning and asset diversification matter more than ever

Running a family business comes with a unique blend of opportunities and challenges; balancing legacy with innovation, and personal values with commercial goals. Yet, one area that often gets overlooked amid the day-to-day demands is long-term financial planning.