Before You Gift the Family Home
Property in this part of the country tends to run above the national picture – average prices across Bournemouth, Christchurch and Poole stood…
Seeing Your Financial Future Clearly
Most people associate drawing on their pension with anxiety more than excitement. A cashflow model won’t guarantee an outcome, but it turns a…
How to Make Sure Your Care Wishes Are Followed
For most people, this starts with talking to the people closest to them. It’s not always an easy conversation, and giving loved ones…
What Good Financial Planning Actually Does
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think…
Planning for care: Making later-life support part of your financial plan
While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident about…
Smoothing the Ride: Ways to Build Financial Resilience
A financial shock rarely announces itself in advance, and resilience isn’t one thing – it’s built in two different places. Here’s how a…
The Bank of Mum and Dad, Done Properly
A deposit for a first home, a pension started at birth, help with university costs. There are several genuinely tax-efficient ways to support…
Investment Planning for Care Costs
Setting money aside for care is only half the job – where you hold it matters just as much. ISAs, GIAs and investment…
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT) paid to HMRC…
4 steps that could recession-proof your retirement
If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In February 2025,…