As an experienced professional in the field of trust management, I’ve come to understand the pivotal role an Investment Policy Statement (IPS) plays in guiding trustees, whether they are overseeing family trusts or charitable funds. In this article, I want to share my insights on what an IPS is, its Read more…
The Autumn Statement brought positive news for savers and investors as the Chancellor announced significant changes to the current setup of Individual Savings Accounts (ISAs). These changes, set to take effect from April 2024, offer more flexibility and choices, marking a notable shift in how people can manage their ISAs. Read more…
Chancellor Jeremy Hunt announced a consultation on workplace pensions in November’s Autumn Statement, focusing on allowing workers the flexibility to choose their own pension schemes, rather than being limited to their employer’s choice. This approach aims to address the issue of multiple small pension pots accumulated by employees who change Read more…
As the festive season approaches, we often find ourselves in search of the perfect gift for our loved ones. While traditional presents like gadgets, clothes, and toys are always appreciated, there is one gift that stands out for its lasting impact – the gift of protection through life, sickness, and Read more…
By Marc Stemmer, Founder and Director With the Autumn Statement delivered, it’s clear that millions of pensioners are set for a significant increase in their income this spring. Chancellor Hunt’s confirmation that the State Pension will increase by 8.5 per cent from April 2024, honouring the Triple Lock, is a Read more…