ISA written on wooden blocks next to a calculator and magnifying glass

The Benefits of Maximising Your ISA at the Start of the New Tax Year

As we are soon to be entering a new tax year, it’s a good time to start thinking about your Individual Savings Account (ISA) contributions. While many people wait until the last minute to take advantage of their annual ISA allowance, there are some clear benefits to contributing early in the new tax year rather than waiting until the deadline.

A mature couple sat on the sofa during a meeting with a financial planner

The Benefits of Placing Life Policies in Trust in the UK

In the UK, life insurance is a popular financial product that provides security and peace of mind for policyholders and their loved ones. However, many people overlook an essential aspect of life insurance planning: placing their policies in trust. By setting up a life policy in trust, individuals can ensure that their life insurance payout is handled in the most efficient and beneficial way.

The Digby Associates team outside the Bristol Office in Queens Square

Average Age of Financial Planners & How Digby Associates Team reflects this

The financial planning profession in the UK is evolving, and firms like Digby Associates are leading the way by embracing diversity and innovation. With an average age of 36, advisers at Digby Associates bring a healthy balance of youth and experience, offering fresh perspectives and modern approaches while retaining a wealth of practical knowledge.