Insights

Read the latest news and updates from the industry, plus all the latest from Hurstwood.

Your 2021 Budget summary

On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared…

read more

The 2020/21 end of the tax year guide

The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to…

read more

Has the pandemic changed your outlook on life?

A client approached me for advice this week. She was worried about money. Her husband was the main breadwinner and his income had dropped significantly during the pandemic. As we…

read more

Investment market update: December 2020

2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the…

read more

10 motivational books to help you get the most out of 2021

What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but these ten books can provide a boost when you need…

read more

Protecting your business: What you need to know about key person insurance

If you’re a business owner, there will be plenty on your mind. From the day-to-day tasks to a long-term strategy, you’ll need to make many decisions. But if you or…

read more

Have you prepared emotionally for retirement?

Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often…

read more

Beware of pension trap when accessing your pension before retirement

For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they plan to work past this point. It means you can…

read more

Pension gap: How can women improve their security in retirement?

We hear a lot about the gender pay gap, but one area that’s often overlooked is the knock-on effect this has for retirement savings. While progress has been made, on…

read more

Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest…

read more

Investment market update: September 2020

As countries around the world eased lockdown restrictions, there are positive signs that economies are recovering following the Covid-19 pandemic. However, with new measures in place potentially for months, the…

read more

7 signs your work-life balance could benefit from an adjustment

Earlier this month marked National Work Life Week, which aims to encourage both employers and employees to focus on wellbeing and striking the right balance between work and life. The…

read more

Fancy a chat?