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Building a nest egg
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Building a nest egg

As a parent or grandparent, you may be thinking about ways you can build a nest egg for children or grandchildren. It’s a step that can give them financial security as they become independent. A nest egg can help children to pursue their goals and give them [..]


10 ways to lead a more sustainable life
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10 ways to lead a more sustainable life

Sustainability has become a key topic for governments, businesses, and communities around the world. Sustainability is about managing the use of natural resources to support long-term ecological balance. This could include reducing deforestation, recycling [..]


Smart Money November/December 2021
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Smart Money November/December 2021

Welcome to our latest edition. This issue was written prior to the Chancellor of the Exchequer, Rishi Sunak, presenting the second UK Budget of 2021 on Wednesday 27 October. We will look at the key announcements included in the Chancellor’s red box in the next [..]


Summary: Autumn Budget Summary 2021
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Summary: Autumn Budget Summary 2021

Yesterday, Wednesday 27th October, the Government published its’ Autumn 2021 Budget. We have created a summary of what we believe are the key themes and announcements from the chancellor’s statement, which you can download here.  We hope you find it both [..]


Leaving an inheritance vs gifting during your lifetime
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Leaving an inheritance vs gifting during your lifetime

Thinking about passing on your wealth can be difficult. However, it’s important to consider how you will pass on money and other assets to those who are important to you. Traditionally, people have left their loved ones an inheritance. Yet, for a variety of [..]


The guide to later-life planning and care
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The guide to later-life planning and care

When you think about your future, how far ahead do you plan? While retirement planning is common, it’s often the early years of retirement that people focus on. However, your needs and lifestyle wishes can change drastically over a retirement that could last [..]


Smart Money – September/October
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Smart Money – September/October

Welcome to our latest edition. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a [..]


10 simple but effective ways to create a better you
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10 simple but effective ways to create a better you

The impact of Covid-19 on our day-to-day life cannot be understated.  The pandemic has prompted many to reassess our way of life: to improve our wellbeing, search for a calmer existence and a better work-life balance. According to recent research by Aegon, a key [..]


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