About Gary

As a business owner, have you considered how your firm would cope if it lost a key member of the team unexpectedly? Key person cover could provide a vital cash injection when you need it most, but it’s something many businesses are overlooking.  Losing a key person may have a devastating effect on businesses. According

Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A trust is a legal arrangement that you could use to pass on assets. The trust

Inheritance Tax (IHT) is often controversial – you may have heard of it referred to as “the most hated tax in Britain”. Yet, despite the coverage it receives, it’s often misunderstood. Common myths about IHT could mean you’re needlessly worrying about a potential bill or failing to take steps that could allow you to pass

The gap between private and public sector pensions is widening, research suggests. If you work in the private sector, it’s crucial you understand how your pension decisions could affect your retirement lifestyle. Financial advice could help you overcome some key challenges.  The pension gap is largely attributed to the fact that public sector workers are

We’ve opened a new office in Hexham. The new space ensures we can offer face-to-face meetings when you need them, whether you want to discuss your retirement or update your will. Read on to find out more about why we believe in-person meetings are a vital part of effective financial planning. While other firms may