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January 12, 2026 in
A New Year, A Fresh Start – But What About Your Finances?
A new year often brings a sense of reset. We think about health, fitness, travel plans, career goals – how we want the year ahead to...
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December 17, 2025 in
The Business Owner’s Journey to Exit: How M&A and Wealth Planning Work Together
For many business owners, an exit is the single most significant financial event of their lifetime. Years, sometimes decades, of effort, risk and...
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December 5, 2025 in
What Should You Do with Your Tax-Free Lump Sum Now That It Has Been Withdrawn?
In the months leading up to the Autumn Budget, thousands of people withdrew funds from their pensions amid speculation that the rules around...
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November 28, 2025 in
Autumn Budget 2025 – What Private Clients Need to Know
The Autumn Budget delivered no changes to the headline rates of income tax or National Insurance, but instead introduced a series of “slow burn”...
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November 25, 2025 in
From Shelter to Liability: The New Tax on Your Pension
Most people still believe that pensions sit outside their estate when it comes to inheritance tax (IHT). Until recently, they were right. But a...
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October 29, 2025 in
Redefining Retirement: A New Chapter, Not the Final One
Redefining Retirement: A New Chapter, Not the Final One Live well. Give back. Stay curious. For decades, life tends to follow a rhythm:...
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October 23, 2025 in
The Dangers of Speculative Decision Making in Pension and Tax Planning
Recent data from HMRC highlights a growing trend of hasty pension withdrawals ahead of government announcements, a pattern that could have lasting...
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October 7, 2025 in
The Tax-Free Cash Frenzy: What’s Really Driving the Conversation?
There’s been a noticeable buzz around pension lump sums (PCLS) in recent months, with more people than ever considering taking tax-free cash...
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September 30, 2025 in
When the Equation Flips: From Scarce Money to Scarce Time
For much of life, the balance feels familiar: time in abundance, money in scarcity. We spend years building careers, raising families, and saving...