News & Insights

Trying to make the most of your money is no easy task on your own. Between market volatility, evolving tax laws, and changing personal goals, it can feel like there are more questions than answers. Are you saving enough for retirement? Are your investments working as hard as they could? How can you protect your […]

For many, the idea of early retirement represents freedom — freedom from the 9-to-5 routine, from financial pressure, and from time constraints that limit personal pursuits. Whether your goal is to retire at 55, spend more time with family, travel the world, or simply slow down and enjoy life, careful financial planning is key to […]

‘Am I saving enough for retirement?’‘When can I afford to stop working?’‘How long will my pension last once I do?’ These are questions almost everyone asks at some point — and for good reason. Retirement planning is one of the most important financial journeys you’ll ever undertake, but it can often feel uncertain. After all, […]

In recent years, annuities have been making a comeback. According to the Association of British Insurers (ABI), annuity sales rose sharply in 2023, reflecting renewed demand from retirees seeking certainty in an uncertain economic climate. But does that mean an annuity is the right choice for your retirement? With flexible options such as drawdown and […]

You’ve worked hard for your wealth. You’ve made sacrifices, built businesses, invested wisely, and accumulated assets that represent a lifetime of achievement. But have you considered how much of that wealth might reach your loved ones when the time comes? Without careful planning, a large portion of your estate could be lost to Inheritance Tax […]

Across the UK and Europe, life expectancy has been steadily rising. Medical advances, healthier lifestyles, and better living conditions mean that many of us can now expect to live well into our 80s and 90s — and increasing numbers are going beyond. While a long and healthy retirement is something to celebrate, it also presents […]

By the time we reach our mid-50s, many of us start to think seriously about life beyond work. With the minimum pension access age set to rise to 57 from April 2028, questions about how much money we need to retire comfortably are more relevant than ever. Inflation, interest rate fluctuations, and changing lifestyles mean […]

For high-net-worth individuals and international families, wealth planning is rarely straightforward. The tax landscape is constantly shifting, with governments introducing new rules, closing loopholes, and reforming existing structures to generate more revenue. At present, discussions around new or expanded wealth taxes are gaining momentum across multiple jurisdictions. Whether it’s inheritance tax reforms in the UK, […]