AI and Financial Advice
A useful tool, but no substitute for a human adviser
Planning
06/10/2026
planning
Your portfolio has grown. Has your approach grown with it?
Planning
25/08/2026
Independent vs Restricted Financial Advice
Understand the key differences and how they could affect your financial plan.
Planning
04/08/2026
Pension Death Benefits
Understanding how your pension could benefit your loved ones
Planning
14/07/2026
Lasting Powers of Attorney
Why is matters more than you think?
Planning
10/06/2026
Pensions and Inheritance Tax
Why April 2027 changes estate planning?
Planning
12/05/2026
Should I ditch my pension for ISAs?
The reality behind the pension vs ISA headlines
Planning
18/03/2026
To stay up to date with the latest news and views from Lathe & Co, sign up to our newsletter.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.