With Inheritance Tax on pensions back in the headlines this week, our Managing Director, Phil McGovern FPFS, takes a closer look at the proposed changes and what they could mean for you. The Government has confirmed that it will proceed with [...]
We are fast approaching the end of the 2024/2025 tax year on the 5th April. The run up to the end of the tax year is always an ideal time to ensure that your personal, family and business affairs and your [...]
Managing your pensions shouldn’t feel like juggling plates. If you’ve collected several pension pots over the years, consolidating them could make life easier - and even save you money. Here we explain the benefits in simple terms so you can decide [...]
Note to our clients... We have identified an issue with ABRDN bulk valuations on Intelligent Office affecting clients with multiple model portfolios. Currently, only one value is being pulled through, which may result in a reduction in the displayed value of [...]
You may have heard the term ‘Consumer Duty’ more and more in the media recently. However, do you know what this means to you, as a consumer? Our Trainee Compliance Officer, Samantha Davies, explains. The overarching principle under Consumer Duty is [...]
The mention of annuities can transport many people back to the 1990s. A once much used part of pension planning, annuities have declined in popularity over recent years due to low interest rates. Whilst these products should be appealing, guaranteeing a [...]
In short, more than likely, yes. We all know the old adage, if it looks too good to be true, then it probably is. However, sometimes, an opportunity comes along that is easy to get carried away with. With a rise [...]
Tackling the often tricky subject of equity release, MPA's very own Independent Financial Adviser, Chris Wheeler, featured on popular money advice website, This is Money, over the Summer. With concerns about previous poor financial management an anonymous reader was worried about their [...]
The end of the Tax Year will soon be upon us. With that in mind we asked some of our financial advisers what their advice would be to clients who have yet to fully utilise their personal allowances… […]
