Blog categorized as Investments

“Getting financial advice and building a plan in my early 30s means I’m on track to retire in my mid-50s (if I want to).”
Wondering how old before financial advice makes sense? Your 30s are the perfect time to plan ahead, protect your family, and build wealth with confidence.
Furnley House
12.09.25 08:05 AM - Comment(s)
Gifting money to family – what are the tax rules? 

As parents and grandparents, we all want to give our loved ones a head start in life - whether that’s helping them buy their first home, paying for education, or making sure they can enjoy life’s big milestones. But when it comes to gifting money, the UK tax rules can feel like a bit of a maze.


Howev...


Furnley House
14.08.25 10:03 AM - Comment(s)
Why every business owner should speak to a Financial Adviser

Running your own business can be rewarding but it’s also a constant juggling act. Between managing teams, growing profits, and planning for the future, it's easy to put your personal and business finances on the back burner.


Good financial planning isn’t just about numbers. It’s about giving yourself...

Furnley House
03.07.25 07:54 AM - Comment(s)
Options to Reduce your Inheritance Tax Bill

You've worked hard, saved carefully, and built something worth passing on. Understandably, you want your loved ones to benefit fully from your efforts. But with inheritance tax (IHT) thresholds frozen until 2030, more families could find themselves facing a larger tax bill than expected.


The good new...

Furnley House
28.05.25 12:43 PM - Comment(s)
Our guide to getting financial advice 

When you are thinking about getting financial advice, the process can seem daunting. How do you know if you’ve made the right decision, or what to expect during meetings. So we’ve put together this guide to help you through the process.

 

What to look for when choosing a financial adviser

Are the...
Furnley House
02.04.25 01:25 PM - Comment(s)