You don’t have to be wealthy for your estate to be liable for Inheritance Tax

Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to make the lives of your loved ones much easier. You don’t have to be wealthy for your estate to be ...

Splashing the cash – New ‘you only live once’ (YOLO) generation gambling with their financial future

Younger counterparts more switched on As the overall number of people saving has risen – up nine percentage points in the last five years to almost four in ten – those aged 35–49 are lagging behind in the savings stakes as their younger counterparts become ...

Auto enrolment hits small and micro employers – don’t be an Ostrich!

Auto enrolment hits small and micro employers – don’t be an Ostrich! You have pretty much had your head in the sand if you haven’t heard about Auto Enrolment by now. The Pensions Regulator states that more than 100,000 employers have already enrolled six million ...

June 16 – Future retirement strategy – Workplace pension v Lifetime ISA

Future retirement strategy – Workplace pension v Lifetime ISA There is considerable media coverage at the moment focusing on Auto Enrolment and the new Lifetime ISA(LISA) which is scheduled to commence April 2017. The main concern is centring on the impact LISA’s will have on ...

Future retirement strategy – Workplace pension v Lifetime ISA

Future retirement strategy – Workplace pension v Lifetime ISA There is considerable media coverage at the moment focusing on Auto Enrolment and the new Lifetime ISA(LISA) Read More ...

Nov 15 – ‘Don’t’ Ignore Auto Enrolment

‘Don’t’ Ignore Auto Enrolment You will no doubt have seen the recent ‘Don’t ignore it’ Auto Enrolment campaign from the Pensions Regulator declaring ‘whether you’re a hairdresser, an architect or employ a personal care assistant, if you employ at least one person you are an ...