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Prepare for the big life events as soon as possible
None of us know exactly what life’s got in store for us, but we know that there are a handful of major events that we’re likely to encounter at some stage. Some of the great milestones of life, such as buying a property, getting married, ...
Pension reforms – How the lifetime allowance reduction could impact on your retirement savings
The Government has introduced comprehensive reforms to the pension rules over the previous few years. One important change, which may have been overlooked by some savers, is the reduction of the lifetime allowance that applies to pension savings. The lifetime allowance is the total amount ...
Savvy investors – Time to shelter income and capital gains
ISA flexibility The limit on how much can be saved in an ISA each year has doubled since 2009; you can add up to £15,240 to an ISA in the 2016/17 tax year. Cash that you withdraw from a flexible ISA can be replaced during ...
Make time to review your pension and take active interest in your retirement savings
Millions of savers currently spend very little time reviewing their pensions, with more than a quarter of savers admitting to never reviewing their retirement savings, while almost a fifth of those with a pension said they review it less than once every five years according ...
Advice with you in mind
Investment choices With a vast array of products and information available, the thought of wading through them and choosing an investment can be quite daunting, and it can be difficult to find the time to keep fully up to speed with everything that’s going on ...
Are you fit to retire?
We know that we want an active, comfortable retirement but often don’t know where to start the savings and investment process. The starting point is to obtain professional financial advice and set a plan in motion that is reviewed at least annually to enable you ...
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 ...
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 ...
