Following the acquisition of Jacobs Financial Services, the Ilkley office has been launched as Cowgills Wealth after a significant investment in a rebranding and refurbishment programme.

Many retirees are at risk of overlooking their pension finances by falling into an avoidable trap, according to new research.

Retirement might seem a long way off, so it’s easy to understand why saving for retirement isn’t a priority in your 20s – a decade when advancing your career, not planning for the end of it, seems more important.

Passing wealth on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and sometime leave it too late to make a difference.

Although the current tax year does not end until 5th April, tax planning shouldn’t be a mad March rush. Now is the time to get a head start on your tax planning.