The end of the pension inheritance strategy: Is it time to rethink how you spend your wealth?
Are pensions about to lose their inheritance tax advantage? Learn what changes in April 2027 and how to balance spending, gifting and annuities.
Knowledge Centre
Investment bulletins and guides for your wealth.
Latest articles and guides
Will AI replace your wealth manager?
Will AI replace your wealth manager? Learn what AI does well, where human judgement still matters, and how to find an adviser who uses it.
Would you swap £250,000 for £20,000 a year for life?
Are annuities worth considering again? Learn how improved rates, guaranteed income and inflation affect the choice between an annuity and drawdown.
Cash is paying 5% again, so why bother investing?
Is investing still worth it when cash pays 5%? Learn how inflation, tax and falling rates affect savings, and how to balance cash and investments.