Insights

UK Pensions and Inheritance Tax from 2027: Why Your Will Needs a Review

From 6 April 2027 most unused pension funds will enter the UK IHT calculation. Here is why wills, beneficiary nominations and estate liquidity should be reviewed together.

UK Inheritance Taxes: When Expensive Actions Aren’t Needed

Offshore trusts are not automatically good for UK inheritance tax planning. First establish which assets are actually within the UK IHT net.

Why UK Pension Advice Expertise Matters When You Live Abroad

Advisers for UK pensions overseas require more than a local licence. Qualifications, pension expertise and cross-border experience are essential.

Who Wins in a Trade War?

In a trade war, there are rarely clear "winners" in the traditional sense. Instead, the outcomes are often complex and can have negative consequences for all parties involved, including businesses, consumers, and economies.

Gold and Silver: Useful Protection — Dangerous if Misused

Gold and silver have a job in your portfolio: they are used as a hedge against losses, not to generate big returns.

US Retirees: Would a Non-Independent Fed Affect You?

US retirees ask: Would the Federal Reserve losing independence affect savers with US investments and retirement accounts?

Developing People, Building Values: Exclusive Interview with John Croft

Developing people is the focus for John Croft, who has spent decades shaping the next generation of financial professionals.

Beyond Borders: Aisa International’s Human Approach to Investment

Beyond Borders: Aisa International’s Human Approach to Investment, an interview with James Pearcy-Calwell by the British Chamber of Commerce in Prague, Czech Republic

The Psychology of Loss — Reflections from a Business Trip to Bucharest

Psychology is part of our job as financial planners. It’s helping people process uncertainty, rebuild trust, and make rational decisions in moments when their instincts are screaming otherwise.