Blog:

Dan Barrett

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Financial planning for couples considering income and security after the death of a partner

What would happen to our income if something happened to one of us? April 21, 2026

How trusts can reduce Inheritance Tax and protect family wealth

How Trusts Can Reduce Inheritance Tax March 26, 2026

Financial adviser meeting with clients to protect family wealth and plan long-term investments

Your Financial Fortress: How to Protect Your Family Wealth from Risk February 6, 2026

A financial prescription illustrating financial planning, long-term investing and wealth management

Your Financial Prescription January 22, 2026

Grandparents helping pay private school fees in a tax-efficient way

How Grandparents Can Pay Private School Fees While Reducing Inheritance Tax January 7, 2026

The red Budget box labelled “Chancellor of the Exchequer” in front of the Houses of Parliament in London, representing the UK Budget 2025.

2025 Budget Summary UK December 2, 2025

Hands forming a protective shape over a model house, illustrating concerns around asset protection trusts and protecting a family home from care fee risks.

Asset Protection Trusts: The Hidden Risks Homeowners Should Understand November 26, 2025

A couple smiling while reviewing financial papers together at home, representing values-based financial planning and life-first money decisions.

Hearts Over Charts November 19, 2025

Metal letter blocks spelling “Prophecy” on a textured background, representing market predictions and financial forecasting themes.

Why Doom Forecasts Persist and What Investors Should Do November 6, 2025

Update report UK investor desk setup showing market trends in Q3 2025

Q3 2025 Market Update October 15, 2025

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