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.
- 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...
- Financial Planning
How to prepare your children for the financial challenges that lie ahead
One of the biggest challenges that many wealthy families face is how to talk about the money they have accumulated with their...
- Financial Planning
Golden rules for long term financial success
One of the great Roman stoics, Epictetus, is credited with the quote ‘You become what you give your attention to’. For most,...