
Time for charities to modernise their fundraising approach
Maximising fundraising income has never been more important – and arguably the fundraising environment has never been more challenging.

Is orange the new green? For investors, not yet
High-profile protests by Just Stop Oil activists are making the headlines – but are they influencing investors, asks Andrew Spaxman of Lovewell Blake Financial Planning.

Annuities offering attractive returns for retirees
Soaring rates are bringing annuities back into fashion, says Richard Ince of Lovewell Blake Financial Planning.

Changes to the Lifetime Allowance
The 2023 Spring Budget introduced a number of key changes to pension legislation, and in particular changes to the Lifetime Allowance.

Capital Allowances - Full Expensing
The Chancellor Jeremy Hunt announced in the November 2023 Budget that full expensing for capital allowances will be made permanent, with the aim to help boost business investment and increase global competitiveness.

Income Protection
With the rising cost of living, protecting your income has become increasingly important. So, what would you do if you were unable to work due to a long-term illness or injury and your income dropped, or worse, stopped?

Exit planning – what does the future hold for Employee Ownership Trusts?
The UK government has announced that they are going to issue a consultation on the use and effectiveness of Employee Ownership Trusts (EOTs). The focus seems to be ensuring these are primarily being used to incentivise employees.

Inheritance trust funds – make sure you do it for the right reason
When we hear the phrase ‘Trust Fund’, many of us think of the kind of vehicle which enables children of the mega-rich enjoy lives of luxury. But in fact, trusts can be a hugely useful way of organising your assets and ensuring that your wishes are carried out – in a tax-efficient way – after your death.