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Strategic Insights

What to do with your inheritance

Looking to make the most of your inheritance money? Wealth Manager Tom shares his tips on how to reduce inheritance tax, pay off your debts, invest wisely, maximise your pension pot, and save for your future.
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Tom Fleming
April 25, 2023
5 min read
Strategic Insights

New Consumer Duty │ Raising the bar

The FCA has announced a game-changing shift in the industry with its new Consumer Duty, and we're ready to embrace it. From communication procedures to staff training, we're determined to raise the bar and set a new standard for quality.
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Petronella West
April 12, 2023
7 min read
Strategic Insights

AI in the workplace

AI is revolutionising the workplace by automating mundane tasks and freeing up employees to focus on high-value work. And the exciting news is that AI is just getting started. Read this article to discover what transformative changes we can expect in the future.
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Elliot Finch
March 27, 2023
8 min read
Strategic Insights

Business tips in a volatile climate

Nick Rolf discusses business financial planning in a volatile economic environment and shares his top tips for established business owners, as well as people setting up a business.
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Nick Rolf
March 14, 2023
9 min read
Strategic Insights

What happens if you get ill?

This week, our CEO discusses income protection, critical illness cover and various other schemes available to help you maintain your standard of living when things don’t go your way.
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Petronella West
February 28, 2023
7 min read
Strategic Insights

Tax year end is nigh

It’s six weeks until the end of the tax year. During market volatility, it’s even more important to take advantage of every possible instrument, allowance and wrapper to shield your hard-earned money from the taxman.
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Nick Rolf
February 14, 2023
6 min read