New pensions taxation rules
In this video, Director Paula Steele explains how the taxation of pensions could change from April 2027. Please click here to view the full video
Other Insights
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
Our latest rate cards are now available
We have a wide range of life insurance products available, from whole-of-life to business protection, and our latest rate cards are now available
Associate Jacob Fay shortlisted in the CityWealth Future Leaders Awards 2025
Associate Jacob Fay has been shortlisted in the CityWealth Future Leaders Awards 2025, recognising his hard work and contribution to the team and the profession