Latest Articles

12 April 2021
Reduce Your Inheritance Tax Bill

Inheritance Tax is payable in the UK on death, and sometimes when you give away certain assets during your lifeti...

Read more
07 April 2021
Pension Options

One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one...

Read more
31 March 2021
Tax Planning Reimagined

No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert...

Read more
26 March 2021
Goals-based Investing

Before you start, defining any goals you may have will help you plan, budget and choose the right investments. Yo...

Read more
24 March 2021
ISA Deadline 5 April 2021: Use it or lose it

If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest yo...

Read more
18 March 2021
Employer-sponsored group life insurance pays out circa £100m in 2020 COVID-19 related claims

This is an interim statement prior to publication of GRiD’s full group claims statistics for 2020 later...

Read more
15 March 2021
Advice Matters

Research carried out by the Office for National Statistics (ONS) found that, since the outbreak of coronavirus (C...

Read more
08 March 2021
Budget 2021: Key announcements at a glance

The Chancellor of the Exchequer, Rishi Sunak, says he would do ‘whatever it takes’ during the pandemic, and that...

Read more
05 March 2021
Understanding Investment Risk

If you want to plan for your financial future, it helps to understand risk. If you understand the risks associate...

Read more
01 March 2021
Pooled Investment Funds

Pooled investment funds – also known as ‘collective investment schemes’ – are a way of combining sums of money fr...

Read more