Latest News

Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.

Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice

Thursday 14 November 2024

IFA Conor McClean delves into the risks associated with cashing in a pension without professional financial advice.

Inheritance Tax Insurance: A Guide to Protecting Your Legacy

Tuesday 5 November 2024

Inheritance Tax (IHT) can be a significant financial burden for many families. IFA Jacob West explores options available to mitigate its impact.

Budget Summary – Rachel Reeves Delivers Labour Budget

Wednesday 30 October 2024

The Labour government has introduced its first Budget in 14 years, marking a pivotal moment under the leadership of Chancellor Rachel Reeves.

Lonsdale Joins The Consumer Duty Alliance

Friday 18 October 2024

CDA is a not-for-profit organisation established to support the financial planning sector with implementing FCA Consumer Duty requirements.

Understanding Inheritance Tax Trusts: A Financial Adviser is Essential

Wednesday 16 October 2024

Inheritance tax (IHT) can be a substantial concern for many individuals as they plan their estates. Have you considered inheritance tax trusts?

Helping you navigate Long-Term Care in the UK

Monday 7 October 2024

Allan Ross, Independent Financial Adviser has written this support article from the perspective of a loved one who may need long-term care.

What are Annuities? What are their benefits?

Wednesday 2 October 2024

Richard Porter, Financial Adviser in St Albans, explores the primary advantages annuities provide, highlighting why they are an attractive option.

Navigating UK Inheritance Tax in 2024: What You Need to Know

Tuesday 17 September 2024

As we approach the next budget, in October 2024, many are speculating about potential changes to UK inheritance tax (IHT).

Pension Tax – A Guide to HMRC Pension Tax Relief

Tuesday 30 July 2024

Navigating the complexities of claiming higher rate tax relief on pension contributions in the UK requires careful attention to detail.

Estate Planning: Key Strategies and Considerations

Wednesday 24 July 2024

Estate Planning is complex especially for high-net-worth individuals. Our comprehensive guide explores the intricacies of estate planning.

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