A round-up of the latest national and regional news articles we have appeared in.

  • HM Revenue & Customs Inheritance Tax Crackdown: Families Need to Plan Ahead Amid Underpayment Surge

    In this article, James Bulman, Director explained to GB News how setting up a family investment company and using trusts can help high‑net‑worth clients reduce their inheritance tax burden after selling a business.

  • daily-mail-newspaper

    I bought a property off-plan in 2023: Can I withdraw or re-negotiate given the developer is now selling the same homes for below what I paid?

    Read Lorna Hopes, Mortgage & Protection Adviser’s response

  • independent newspaper

    How to make 2026 the year you get on top of your finances

    Follow this expert-backed financial advice to set yourself up for success, S&P’s Dan Browne features.

  • independent newspaper

    Is the idea of charging your adult children harsh?

    Harriet Davis, Financial Planner at S&P explains that charging adult children rent can help teach financial responsibility

  • Smith & Pinching’s move into Polar Capital’s insurance and healthcare funds

    Read this article where Matt Fretwell, Investment Manager at Smith & Pinching talks about the investment decision into insurance and healthcare funds.

  • independent newspaper

    Financial expert explains why playing it safe with money is a huge risk

    James Bulman, Director at S&P says that going for ‘low risk’ or cautious options still comes with risk

  • How to save for a deposit and cut housing costs without big lifestyle sacrifices

    Read this article which shares some useful tips to help gives your finances a boost, S&P’s Matt Beck features.

  • The Lifetime ISA has come under criticism for penalising savers

    First-time buyers saving through Lifetime ISAs are now more likely to face financial penalties than successfully purchase a property, according to the latest HMRC data.  Read the full article where S&P’s Director, James Bulman responds.

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