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Pensions
April 2021
Guide to Pension Consolidation
Pensions
April 2021
Managing your retirement savings in one place One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your pension the next. Today you have new pension freedoms to decide when and how you retire. Read full article
Financial News
April 2021
Download Fish Financial’s SMART Money Magazine – Spring 2021
Financial News
April 2021
This issue focusses on creating, sustaining and protecting wealth for you own and your family’s future. Fish Financial’s Spring 2021 issue of SMART Money Magazine is now out –… Read full article
Estate Planning Wealth Preservation
April 2021
Protecting your assets for the next generation
Estate Planning Wealth Preservation
April 2021
Six tips for wealth preservation and transfer planning Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. Read full article
Trusts
April 2021
The Benefits of Discretionary Trusts
Trusts
April 2021
Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold the trust fund for a wide class of potential beneficiaries. This is known as ‘settled’ or ‘relevant’ property. For lump sum investments, the initial gift is a chargeable lifetime transfer for Inheritance Tax purposes. Read full article
Retirement Planning
March 2021
Can you afford to retire?
Retirement Planning
March 2021
Getting your pension finances back on track Do you know how much money you will need in retirement? What about how much you already have saved? Do you know what kind of income that might provide? Unfortunately the answer is ‘no’ for some people. Read full article
Inheritance Tax
March 2021
Inheritance Tax Planning
Inheritance Tax
March 2021
Don’t leave less money behind for your loved ones Effective estate preservation planning could save a family a potential Inheritance Tax bill amounting to hundreds of thousands of pounds. Inheritance Tax was introduced in 1986. It replaced Capital Transfer Tax which had been in force since 1975 as a successor to Estate Duty. Read full article
Insurance
March 2021
A helping hand for you and your loved ones.
Insurance
March 2021
If you were diagnosed with critical illness, would you be able to cope financially? It’s all too easy to think “I’d cope” or “That’ll never happen to me”… but most of us know someone either directly or through friends and… Read full article
Investment
March 2021
More than a third of Britons plan to maintain new saving habits
Investment
March 2021
Coronavirus (COVID-19) pandemic has brought savings back into sharp focus A combination of financial concern and falling household spending means that those whose incomes have survived the coronavirus (COVID-19) pandemic so far have been keener than ever to save their money. Read full article
Investment
March 2021
Investing with a conscience
Investment
March 2021
Placing money in companies that bring positive change Issues such as climate change and sustainability have become increasingly hot topics globally and often the subject of conversation. As a result, Environmental, Social and Governance-linked (ESG) investment strategies continue to dominate financial headlines. Read full article
Income Protection
March 2021
Will the over-50s become a lost generation?
Income Protection
March 2021
Older individuals who lose their jobs are less likely to secure re-employment Older workers are one group of people who are at risk of suffering serious and persistent consequences from the economic turmoil arising from the coronavirus (COVID-19) pandemic. In particular, older individuals who lose their jobs are less likely than younger workers to secure re-employment or to find a job on a similar wage to their previous earnings. Read full article

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