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Inheritance Tax
June 2021
Passing Assets Efficiently To The Next Generation
Inheritance Tax
June 2021
What will your legacy look like? The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going to waste after they die. Sorting out your finances… Read full article
Insurance
June 2021
Are You Sure You’re In Charge?
Insurance
June 2021
It’s great being your own boss, isn’t it?  But if you were ill and couldn’t work, what would happen to your income? Sadly, ill health can happen to anyone, any time.  We’re not talking about the little things that you’re… Read full article
Retirement Planning
June 2021
Is it Time to Retire Retirement?
Retirement Planning
June 2021
Everyone has different circumstances and different expectations. No matter how far away you are from retiring, it’s important to plan for the future. It’s hard to know exactly how much you’ll need because everyone has different circumstances and different expectations. Today you have new pension freedoms to decide when and how you retire. Read full article
Pensions
June 2021
Increase In Pension Age
Pensions
June 2021
It’s all about the planning, now and in the future. The government has confirmed that it plans to increase the minimum pension age at which benefits under registered pension schemes can generally be accessed, without a tax penalty, from age 55 to age 57 commencing 6 April 2028. Read full article
Retirement Planning
June 2021
The power of planning
Retirement Planning
June 2021
The changing shape of retirement. Are you ‘mid or late career’ or planning to retire within ten years? If the answer’s ‘yes’, then you probably want to know the answers to these questions: Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of retirement I want? Read full article
Insurance
June 2021
Leave Less To Chance With Critical Illness Cover
Insurance
June 2021
Unfortunately, the chances of critical illness striking close to home are higher than you might think. We’re all natural optimists, but even just a little bit of cover could make your finances less of a gamble. Make sure you and… Read full article
Pensions
June 2021
Busting the myths about pensions
Pensions
June 2021
Reinvent your future to make it work for you. Whether you are already approaching retirement age, or that's a long way in the future, time flies and it’s important to know your pension is going to provide the lifestyle you want once you stop working. Pension legislation is extremely complex and it’s not realistic to expect everyone to understand it completely. But, since we all hope to retire one day, it is important to get to grips with some of the basics. Read full article
Retirement Planning
June 2021
Upbeat About Retirement?
Retirement Planning
June 2021
Tax relief and lifetime limits. Saving into a pension is one of the most tax-efficient ways to save for your retirement. Not only do pensions enable you to grow your retirement savings largely free of tax, but they also provide tax relief on the contributions you make. Read full article
Retirement
June 2021
Think about the lifestyle you’ll want
Retirement
June 2021
Financial security in retirement can never be taken for granted. Life changes when you retire – and so does how you spend your money. Whatever your plans, it’s important to keep on top of things and think about the lifestyle you want. It’s also worth noting the average life expectancy at age 65 years is 18.6 years for men and 21.0 years for women[1].. Read full article

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