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.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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.
The Pitfalls of Relying on Past Performance…
Monday 8 July 2024
Financial disclaimers include: ‘past performance does not indicate future success’, but behavioural biases may lead one to believe otherwise?
Labour Win Election – What’s Next for Your Finances?
Friday 5 July 2024
Richard Porter, Independent Financial Adviser in St Albans, takes a look at what we might expect under the new government.
Why Cash Flow Modelling may be the Key to Achieving Your Dreams
Wednesday 3 July 2024
While we naturally look to the future when it comes to money, it's equally important to optimise our current financial decisions.
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