Resource Centre

Protecting what matters: comprehensive home insurance

Whilst price is of course a factor when buying home insurance, it’s not the only consideration. The most important thing to ensure is that your policy meets your particular needs.

We are an independently owned insurance broker, and our dedicated Household Team has been arranging cover for over 35 years.

We’re not...

Investments: a fact sheet

If you have money that you can save for the longer term, (five years or more), you may want to think about investing it in different types of assets. In our latest fact sheet we look at investment options.

Individual Savings Accounts (ISAs)

There are three types of ISA: stocks and...

Inheritance tax: our fact sheet

Inheritance Tax is usually paid on an estate when somebody dies. It’s also sometimes payable on trusts or gifts made during someone’s lifetime. Most estates don’t have to pay Inheritance Tax because they’re valued at less than the threshold (£325,000 in 2016/17). The tax is payable at 40 per cent...

Spring Budget report and key announcements

Chancellor Philip Hammond delivered his first and last Spring Budget on 8 March 2017 and described it as one that “takes forward our plan to prepare Britain for a brighter future.”

The economic forecasts outlined by the Office for Budgetary Responsibility (OBR) were broadly in line with those from the Autumn...



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