Insights

Mortgage overpayments – small steps, big savings

Overpaying your mortgage, even by small amounts, could save you thousands and cut years off your loan. Thousands of homeowners could be tapping into these benefits, but a third of the people not making overpayments say they are being held back by a lack of understanding. 

Nearly three quarters of people don’t understand Inheritance Tax

Nearly three quarters of UK adults don’t understand Inheritance Tax, while 40% consider estate planning to be the ‘last great family taboo.’ Avoiding conversations and advice could cost families dearly - especially as more estates fall into the tax net.  

An introduction to leaving an inheritance

Planning your inheritance ensures your estate goes where you intend and can help to avoid large tax bills. Using strategies like gifting, trusts, and Wills can minimise Inheritance Tax. Start early and seek expert advice to protect your family’s financial future.

An introduction to life insurance

Do you know where to start with life insurance? How much cover do you need, should it be term or whole-of-life, and a joint or single life policy? Our Life Insurance Guide answers questions commonly asked by clients to point you in the right direction

An introduction to mortgages

Buying a home is one of those major steps in life that’s much easier to take if you’re well-informed and get some good advice. Our Mortgage Guide explains the mortgage basics and provides some useful top tips to set you on the right course

An introduction to receiving a windfall

A windfall is a sudden financial event such as a lottery win, an inheritance, a bonus or redundancy sum, from understanding tax implications to deciding how to invest to meet your financial goals, a windfall requires careful planning.

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