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Latest articles

Children's critical illness plans – everything you need to know

In this week’s Everything you need to know we examine children’s critical illness in detail

The importance of Inheritance Tax planning

In this article, we provide a general overview of some of the inheritance tax (IHT) planning opportunities currently available.

Backstage with Keith Richards – 6 April 2021

Soon to step down!

You may have already seen the announcement earlier this week that I will be stepping down as Chief Executive Officer of the Personal Finance Society at the end of June after eight years at the helm.

Freeze in the LTA

This article considers the Freeze in the Lifetime allowance and the planning impacts