Resources

Should I put my life insurance in trust?

It’s a question many people ask when thinking about protecting their family. Putting life insurance in trust can be a simple but effective way to make sure your loved ones are supported financially when they need it most.


Your life insurance policy is often one of your most valuable assets. By placin...


Furnley House
21.01.26 01:36 PM - Comment(s)
Things to do before the New Tax Year

The end of the tax year always arrives quicker than expected. With 5 April marking the deadline, taking some time to review your finances now can help ensure you don’t miss out on valuable allowances.


You don’t need to do everything. But doing the r...


Furnley House
08.01.26 10:15 AM - Comment(s)
Bed and ISA: a simple way to reduce Capital Gains Tax

Are you investing outside an ISA and wondering if there’s a smarter, more tax-efficient way to hold your money?


If so, a Bed and ISA could be a useful tool to consider. It’s a straightforward strategy that can help reduce your Capital Gains Tax (CGT) while keeping your long-term plans on track.

What i...



Furnley House
08.01.26 10:08 AM - Comment(s)
Our Comment: Budget 2025

By Kel Nwanuforo


An autumn of fevered speculation. Repeated leaks of potential measures from the Treasury. Alarming warnings of a fiscal ‘black hole’.
This was the unhappy backdrop to the Budget delivered by Rachel Reeves… in 2024.
Not much change then, for this year’s outing.


Except now the economic pi...



Furnley House
26.11.25 04:32 PM - Comment(s)
Should I Open a Pension for My Child or Grandchild?


Many people are surprised to learn that a child of any age can have a pension. It can be opened for a newborn baby, and anyone, parents, grandparents, godparents or family friends, can pay into it. With tax relief and decades of potential investment growth, it can give a young person a meaningful he...


Furnley House
24.11.25 11:52 AM - Comment(s)