Insights
Our latest Insights
Here, you will find regular updates from the team in which we articulate our views about money and other matters of interest.
The Life Chart: A Gentle Confrontation With Time
I often share a visual with clients that I’ve come to call The Life Chart. It is disarmingly simple: a grid where...
- Uncategorized
Gifting: The Right Money, to the Right People, at the Right Time — Without Undermining Independence
Gifting during your lifetime is often framed through a tax lens. Thresholds, exemptions, seven-year rules — the conversation can quickly become technical....
- Client blog
The Philosophy of Prosperity
Grace Caldwell (undergraduate in Philosophy and Ethics at Kings College, London) joined us for a week of work experience. Read about her...
- Uncategorized
IHT on pension death benefits – draft legislation released
The Government has now published its draft legislation outlining how Inheritance Tax (IHT) will apply to pension death benefits from April 2027....
- Client blog
Ten tips for a happy life in the country by Keith Boyfield
Two years ago, I opted to leave the familiarity of my metropolitan life in Fitzrovia, central London, for a new life in...
- Money Tips
Reflections on wealth and happiness in a material world
It has long been considered that wealth, or an abundance of it, is a key piece in the ever-complex jigsaw of a...