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...
November 25, 2025 in
Most people still believe that pensions sit outside their estate when it comes to inheritance tax (IHT). Until recently, they were right. But a...
October 29, 2025 in
Redefining Retirement: A New Chapter, Not the Final One Live well. Give back. Stay curious. For decades, life tends to follow a rhythm:...
October 7, 2025 in
There’s been a noticeable buzz around pension lump sums (PCLS) in recent months, with more people than ever considering taking tax-free cash...
September 30, 2025 in
For much of life, the balance feels familiar: time in abundance, money in scarcity. We spend years building careers, raising families, and saving...
March 8, 2024 in
Brighton Capital Management as part of Raymond James, is pleased to bring you the March 2024 edition of the Budget Newsletter. It is a thorough...
November 3, 2023 in
Dealing with inflation and a bear market as you near retirement. It’s hard to see your portfolio dip and not panic – especially as you near...
October 30, 2023 in
Age is more than just a number when it comes to retirement—it's a milestone that can shape the rest of your life. Retirement offers the promise of...
August 9, 2023 in
When people think about their overall wealth and long-term financial plan, several important areas tend to be foremost in their...
June 14, 2023 in
Once upon a time in a bustling city, there lived two individuals named Alex and Sarah. Both had dreams of achieving great success and financial...