Spring Statement 2026: What to expect
It seems like no time has passed since the Chancellor of the Exchequer, Rachel Reeves, announced the Autumn Budget in November. Even still, the Spring Statement is just around the corner, on 3rd March 2026. Prior to the Statement, the Office for Budget Responsibility...
The gender pension gap – why women retire with less
The disparity in average wages by gender is a much-discussed topic. The Trade Union Congress (TUC) predict that if progress remains at the current rate, the gap won’t be closed until 2056. Less discussed than this, but just as important, is the gender pensions...
Pensions and Inheritance Tax: What the 2027 changes mean for you
Inheritance Tax (IHT) is a tax that must be paid following the death of an individual. It is calculated based on the value of their estate, including property, savings and investments, above a tax-free threshold. IHT is usually charged at 40% of the estate’s value...
Affected by a tapered pension allowance? Know the potential tax implications!
Are you a high earner, with an income of more than £200,000 per year? Did you know this may mean you are not eligible for a full pension annual allowance? Instead, you may have a tapered annual allowance. This limits the amount of pension contributions you can make...
Good financial habits for the new year
As we move into the new year, many of us choose to make resolutions. The usual ‘going to the gym’, ‘eating healthily’ and ‘having fewer takeaways’ have normally gone by the wayside already. Rather than resolutions that are made to...
Edward Willday
Our Company Director, Edward, has an impressive list of qualifications: Chartered Financial Planner, Certified Financial Planner, Investment Management Certificate, and Royal Yachting Association as a skipper.