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Millennials
October 2020
Millennials favour tax-efficient ISAs
Millennials
October 2020
Giving up on cash altogether, disillusioned by today’s dismal savings rates The number of people in their 20s and early 30s choosing to invest in a Stocks & Shares Individual Savings Account (ISA) prior to the coronavirus pandemic outbreak increased according to the latest HM Revenue & Customs annual ISA data[1]. Read full article
Financial News
October 2020
Help to Buy scheme extended due to COVID
Financial News
October 2020
Homes deadline extended to ensure customers do not miss out Thousands of families can still benefit from the current Help to Buy scheme despite delays in building their new homes due to coronavirus. The deadline for the homes to have been finished in order to comply with the equity loan scheme has been extended to ensure customers do not miss out if there has been a delay in construction due to the pandemic. Read full article
Pensions
October 2020
Over-50s with no pension provision
Pensions
October 2020
Consequences of not saving enough for retirement in our twilight years Planning ahead for retirement will help ensure you’re on track to achieve the financial future you want. However, millions of retirees may face the prospect of living in poverty during their twilight years and having to rely only on the State Pension as a result of failing to plan ahead for their retirement, according to new research[1]. Read full article
Investment
October 2020
Investing during retirement
Investment
October 2020
Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to save and prepare for your retirement, and now you’ve finally retired. So how should you approach investing now that you’re no longer earning a salary? When it comes to investing during retirement, with the right strategy, you can help make sure your retirement savings last. Read full article
Pensions
October 2020
Take it to the max
Pensions
October 2020
How to make the most of the various pension allowances 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
Financial News
October 2020
Autumn 2020 Smart Money Magazine now out!
Financial News
October 2020
Fish Financial’s Autumn 2020 Smart Money Magazine is now out … and free to download. With the COVID-19 outbreak continuing to having a widespread impact on all of us, including our finances, we look at how to preserve wealth, protect… Read full article
Estate Planning
October 2020
Estate Planning to pass assets to your loved ones
Estate Planning
October 2020
Have you decided what happens to your money, property and possessions after your death? Since the outbreak of coronavirus (COVID-19), the number of people seeking to write new Wills has risen by over 30%, according to The Law Society. Understandably, the current situation is causing angst among people, particularly elderly and vulnerable clients who are currently self-isolating. Read full article
Pensions
September 2020
Revolutionising the retirement landscape
Pensions
September 2020
Navigating complex decisions to shape your retirement finances Pension freedoms have put a greater onus on people to keep themselves informed of their options when it comes to accessing their pension money. However, little knowledge and understanding of the rules could mean some people risk making decisions that are not best for them. Read full article
Financial Planning
September 2020
10 tips to help achieve your financial goals
Financial Planning
September 2020
Time to diagnose your money situation with a financial health check? Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your attention to your pension, your ISA, your mortgage, or something else? Read full article
Retirement Planning
September 2020
Future financial health
Retirement Planning
September 2020
Taking the time to take back control over retirement savings With all that has been going on in the world this year, for many people it’s been really difficult to feel as though they’re in control of much. However, some people have been in the fortunate position of being able to take the opportunity to invest in both their physical and emotional health while in lockdown. Read full article

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