Five Mistakes People Make 5 Years Before Retirement — And How to Avoid Them The five-year run-up to retirement is one of the most important phases in your financial life. Decisions made during this period can have a lasting impact on your income, lifestyle, and peace of mind in later years. Yet many people approach this stage with gaps in
Practical support, understanding and time, when it matters most By Catherine Scard Grief affects everyone differently. While there are two certainties in life — death and taxes — loss is something we never truly get used to. At an already difficult time, there is often a great deal of paperwork and administration to manage, which can feel overwhelming. Clients respond
On Saturday 4 July, 12 of the Lester Brunt family took on the Macmillan Jurassic Coast Mighty Hike. Many congratulations to our team who completed
On the 12 October 2025, Robert and Victoria took part in the gruelling Run Bournemouth Half Marathon in support of Children with Cancer UK. Running
What an amazing team building day the Lester Brunt family had at the beautiful Sopley Mill with GoTOEvents Crystal Maze game. You can always tell
Less well-known is that children can also have a pension fund as soon as they are born – and setting one up can bring significant tax advantages. Even if your child is a non-taxpayer, they will still get basic-rate tax relief on contributions. That means a maximum of £2,880 a year is automatically grossed up to take account of tax at 25%, giving an annual investment of £3,600
