How to Save for Your Child’s Private Secondary Education
Friday 24 April 2026
Private School Fees are expensive, so a common question asked is: What is the most financially effective way to save for school tuition fees?
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
How the 2026 and 2027 pension changes could increase your IHT liability
Wednesday 22 April 2026
Our financial advisers and customers are regularly discussing the government’s plan to bring unused pension funds on death into Inheritance Tax (
What Happens to Pensions During a Divorce in the UK?
Monday 20 April 2026
Our independent financial advisers understand how sensitive conversations surrounding divorce and pensions can be. Read our guide to find out more...
Inheritance Tax Planning and IHT Planning Advice with Lonsdale
Tuesday 24 March 2026
With tax thresholds frozen and further legislation ahead, more families are finding that their estates may be exposed to Inheritance Tax (IHT).
How to Prevent Account Takeover Fraud
Thursday 19 March 2026
Account Takeover Fraud is a growing risk, in which criminals gain control of someone’s bank account, or any other financial or investment account.
Understanding Trusts: Trusts Use In Inheritance Tax & Asset Protection Planning
Wednesday 18 March 2026
Trusts can help provide for children, support vulnerable family members and, in some circumstances, form part of inheritance tax (IHT) planning.
Are you worried about Large Private and/or Company Pensions?
Friday 27 February 2026
For customers with larger private or company pensions, the Autumn Budget reinforces how important it is to review pension related decisions.
What the FCA’s New Targeted Support Rules Mean for You
Thursday 29 January 2026
The FCA has set out significant reforms to how people can receive help with their investments and pensions decisions. Find out more...
How the New ISA Rules Could Affect Your Savings
Friday 23 January 2026
Should You Speak to a Financial Adviser About the ISA Changes? The Autumn Budget 2025 confirmed important changes to ISAs...
Why Paying for Good Financial Advice is an Investment in Itself
Tuesday 20 January 2026
Commonly asked when exploring good financial advice or good wealth management advice is: “Is professional financial advice really worth paying for?
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