Accessing Your Pension – Which Method Is Best?

Accessing Your Pension – Which Method Is Best? Gone are the days of the traditional annuity purchase at retirement – there are now more options than ever available to individuals choosing to retire. But accessing your pension income can be complex – determined by your...

Not Wealthy Enough For Inheritance Tax? Think Again…

Not Wealthy Enough For Inheritance Tax? Think Again… For some, talking about inheritance tax might conjure up images of the very wealthy – stately mansions and trust funds, rather than your average family. But the threshold where inheritance tax becomes payable might...

Meet our new paraplanner, Casey Goodwin

Meet our new paraplanner, Casey Goodwin Consumer demand for sustainable options has never been greater. More and more individuals are re-assessing how their pensions and investments behave – and we’re committed to being there for every single one of them, to help them...

Why Diane McCrea moved her pension and ISAs to The Path

CASE STUDY Why Diane McCrea moved her pension and ISAs to The Path Diane McCrea lives in Cardiff Bay, which she moved to from London 18 years ago. Her career has been in food, environment and sustainability, including organic farming. She has served as Chair of...