Plan, protect and prepare: Explore the latest issue of our magazine
Welcome to the latest issue of our bi-monthly magazine, bringing together practical insights to help you protect your financial wellbeing and plan confidently for the future. This edition explores pension consolidation, the importance of reviewing your financial plans as life changes, income protection and the value of having important conversations with your family. Could you […]
Grantchester 3k & 10k Charity Fun Runs
Once again, we are delighted to be sponsoring this year’s Grantchester Fun Runs, organised by Grantchester Cricket Club. Following the success of last year’s event, we are proud to continue our support for what is widely regarded as one of the most scenic running events in and around Cambridge, helping worthwhile local charities. Our colleagues, […]
Your Essential Guide to Critical Illness
Protect what matters most with your Essential Guide to Critical Illness. Our latest publication explores the importance of critical illness cover and the financial challenges that can arise when serious health conditions unexpectedly impact your ability to work and maintain your lifestyle. While advances in medicine mean more people are surviving major illnesses, the financial consequences […]
Guide to Financial Planning for a Longer Retirement
Prepare for a longer future with your Guide to Financial Planning for a Longer Retirement. Our latest publication explores the realities of modern retirement and the financial challenges that can arise as life expectancy continues to increase. While a longer retirement offers more opportunities to enjoy later life, it also places greater demands on your […]
A guide to financial independence
Take control of your financial future with the Guide to Financial Independence – How to build a roadmap to secure your future, a comprehensive guide for the 2026/27 tax year. Our latest publication explores what financial independence really means and how creating a clear, long-term plan can help you achieve it. Whether your goal is to build […]
Making the most of the new tax year
The new tax year brings a fresh £20,000 tax-free Individual Savings Account (ISA) allowance for each individual, giving couples the potential to invest up to £40,000 tax-free between them, offering a valuable opportunity to shield your investments from capital gains and dividend taxes. With recent cuts to these tax allowances and increases to tax rates, […]
May/June 2026 Financial Magazine
Welcome to the latest issue of our financial magazine. Inside, you’ll find expert insights, timely updates and practical guidance to help you make more confident financial decisions. Explore the May/June edition below, including key articles on pension tax changes, Inheritance Tax, dividend planning and making the most of the new tax year. Featured article: Pensions […]
What I own, and where I keep it: why every family needs a clear financial checklist
What I own and where I keep it. This document is a comprehensive estate planning checklist designed to help individuals record and organise their personal, financial, and legal affairs for their attorneys and/or beneficiaries in case of incapacity or death. Personal and Partner Information. It gathers essential details such as names, addresses, dates of birth, […]
Generating a regular income from your investments
Investing for income is a strategy that makes your money work hard for you over time. This approach can supplement your primary earnings, support your retirement or provide additional financial security. It involves selecting assets that offer regular payments, such as dividends from shares or interest from bonds, to provide a reliable source of income without sacrificing long-term growth. […]
A Guide to Trust & Estate Planning
Take control of your future with the Guide to Trust & Estate Planning – Securing your legacy, a comprehensive guide for the 2026/27 tax year. Our latest publication explores how thoughtful estate planning goes far beyond simply writing a Will – helping you structure your wealth effectively, plan for later life, and ensure your wishes […]