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Chartered Financial Planners
for Farmers and Rural Businesses

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Investments

£1m 100% Business Relief and Agricultural Relief allowance to be transferable between spouses and civil partners.

Investments Retirement Estate Planning Protection Inheritance Taxation 

1st December 2025
£1m 100% Business Relief and Agricultural Relief allowance to be transferable between spouses and civil partners.

Are you aware of the differences between a Cash ISA & Stocks and Shares ISA?

Investments Retirement Taxation 

29th October 2025
Are you aware of the differences between a Cash ISA & Stocks and Shares ISA?

Maximising your cash savings: Why we recommend Flagstone to our clients

Investments 

22nd October 2025
Maximising your cash savings: Why we recommend Flagstone to our clients

Autumn Financial Pulse Newsletter

Investments Retirement Estate Planning Protection Inheritance Taxation 

7th October 2025
Autumn Financial Pulse Newsletter

Sell once. Keep more. Retire confident.

Investments Retirement Estate Planning Insurance Protection Inheritance Taxation 

30th September 2025
Sell once. Keep more. Retire confident.

Why do farmers and business owners still need a human adviser in a digital age?

Estate Planning Retirement Investments Insurance Protection Inheritance 

10th September 2025
Why do farmers and business owners still need a human adviser in a digital age?