FREE Webinar Tuesday 8th September 7pm
7 practical strategies to help you protect your income and spend with confidence.
Click the link to register to join.
We'll see you there!
https://t.co/CkEpjuPPJZ
FREE Webinar Tuesday 8th September 7pm
7 practical strategies to help you protect your income and spend with confidence.
Click the link to register to join.
We'll see you there!
https://t.co/CkEpjuPPJZ
FREE Webinar Tuesday 8th September 7pm
7 practical strategies to help you protect your income and spend with confidence.
Click the link to register to join.
We'll see you there!
https://t.co/CkEpjuPPJZ
80% of people seek pension advice online from potentially unverified, but also unregulated sources using AI, search engines and social media.
Here’s why the internet can fall short and a human professional remains one of your greatest financial assets.
https://t.co/LG5eRmx0Vz
With summer holidays here, you might be looking for fun ways to keep your children or grandchildren entertained during their time off.
Here are some great ideas for days out in the south-west, including recommendations from the J Edward Sellars team!
https://t.co/khdxr0LCVg
The government’s upcoming legislative changes mean that from April 2027, unused pensions will be included in the value of your estate for Inheritance Tax (IHT) purposes.
One strategy to help is gifting wealth directly to your child or grandchild’s pension.
https://t.co/VXpGTG4K1W
British savers lost £220 million to investment fraud in 2025 alone. Scammers are using AI to create convincing deepfakes, clone legitimate websites & design realistic apps that mimic genuine platforms.
Learn these five modern investment red flags:
https://t.co/GKtDwByP09
From 6 April 2027, the funds remaining in your pension when you pass away will be included in your estate for IHT. Your pot could be taxed twice, with some beneficiaries also being charged. Up to 67% of the funds could go to HMRC.
https://t.co/VkJ8hSuWFA
Your reviews helped our advisers secure a coveted spot in the VouchedFor Top Rated guide. 👏🥳🌟 The guide featured in the Times earlier this year, and now it will be included in the Telegraph on 24 June 2026.
Thank you. To read on, follow the link :
https://t.co/MK2SNer9lU
When you retire, you want to enjoy life free from money worries.
But with the cost of retirement rising, a comfortable lifestyle might be more expensive than you think. In fact,just 9% of working-age people are on track for a comfortable retirement.
https://t.co/qsyWVo4I7p
From the day you finish school until the day you retire, you will no doubt have several financial priorities to contend with.
As such, it’s never too early to start planning for retirement. However, it’s also never too late.
https://t.co/NkHDD56PH7
In recent years, the government has introduced a plethora of new legislation that could impact your finances.
Read on for five warning signs that your financial plan could be out of date:
https://t.co/dwSKmheCZM
Now and then, we like to put one of our team in the spotlight and share some interesting insights into their lives. This time, we caught up with our head of investments, Thomas Harvey. Keep reading to find out about his journey into financial services...
https://t.co/1hLJK41T8y
Could your will be disputed? Here’s how to ensure your wishes are honoured.
Read on to learn the most common grounds for contesting a will and how you can help ensure your wishes are honoured.
https://t.co/UuRN0Me0xk
From record highs for the stock market to rising oil prices you may be wondering how inflation, interest rates, and share values could impact your finances.
https://t.co/K0raOgAYzR
Over the past month, investors in the global stock markets have faced increased volatility.
Read on to learn what’s happening in the stock markets, what historical trends can teach us about such volatility, and four tips to help you stay calm.
https://t.co/xw3FEYDMLk
As taxes rise in 2026/27, you no doubt want to grow your investments tax-efficiently to make the most of your gains.
Read on to weigh the pros and cons of defined contribution (DC) pensions and ISAs for long-term investing....
https://t.co/i42kA4WPmN
We have a new look. ✨
Take a look at our brand-new website — featuring client stories, insightful information, and a fresh new design to make exploring financial advice even easier.
We’d love to hear what you think.
https://t.co/guBo0sizYy
6 Ways to Protect Your Family From An IHT Bill
People are getting caught in the inheritance tax trap as property values soar. Only wealthy individuals paid previously. With the threshold frozen till 2028 more are getting caught.
To read more:
https://t.co/RbenrBOJOR
How Much Should You Save for Retirement?
We all know that we should be planning for retirement. The State Pension is a useful starting point, but would fall short of providing a comfortable retirement for most people.
To read more:
https://t.co/LhlpHyddXY