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Pensions and retirement plan

Client trends: May 2023

Pension tricks and traps are high on the agenda due to a soon to expire NI top-up extension, as are business succession and investing in Knowledge-Intensive Companies.

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writing last will and testament

Client trends: April 2023

Banking sector tribulations have got people thinking seriously about deposit safety again; a desire to grapple with wills and estate planning is markedly on the rise among our users too.

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open ancient treasure chest

The psychology of
coming into a large amount of money

Psychotherapist Amanda Falkson explains the potential pitfalls associated with a sudden windfall – whether that be through a lottery win, an inheritance or a business sale – and why undergoing wealth counselling might be a wise course for those who find themselves in this position.

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