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Looking to the next Budget

by Gerry Thompson | Oct 20, 2020 | Budget, COVID-19, Inheritance tax, Pensions, Savings, Tax planning

The second Budget of 2020 could mark the start of a round of tax increases.

ESG investment comes into its own

by Gerry Thompson | Oct 13, 2020 | Investments, Wealth planning

Taking a more principled approach to investing doesn’t mean you necessarily have to sacrifice returns.

Lockdown savings boost

by Gerry Thompson | Oct 6, 2020 | Investments, Savings, Wealth planning

A surprising number of people have picked up the savings habit in recent months as lockdown has curtailed opportunities to spend. How can this unexpected nest egg be put to good use?

Generation centenarian

by Gerry Thompson | Sep 29, 2020 | Auto enrolment, Budget, Estate planning, Investments, Pensions, State pension

ONS are forecasting that around 19% of all newborn girls (and 14% of all newborn boys) will become centenarians. We’re calling this lucky, long-living group Generation Centenarian.