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Financial Planning
January 2020
Financial resolutions
Financial Planning
January 2020
  What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. In today’s complex financial environment, achieving your financial goals may not be that straightforward. Read full article
Retirement Planning
December 2019
Health fears
Retirement Planning
December 2019
  Barrier to employment and retention of older workers Older workers are an invaluable component of the UK workforce, given their extensive industry knowledge and expertise that all colleagues – particularly younger generations – can benefit from. Read full article
Tax Planning
December 2019
Tax-efficient shelters
Tax Planning
December 2019
  Use your ISA allowance or lose it forever Even though the Individual Savings Account (ISA) deadline may be a number of months away, and despite the tax year date remaining the same year in year out, somehow it always creeps up on us. A tax year runs from 6 April one year to 5 April the next. Read full article
Retirement
December 2019
Women’s State Pension age changes
Retirement
December 2019
  Government’s bid to ensure ‘pension age equalisation’ On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. Up until 2010, women received their State Pensions at the age of 60, but that has been increasing since then. Read full article
Investment
December 2019
Cultivate the art of patience
Investment
December 2019
  Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle. Human tendency is to prioritise negative over positive news content, and no one is immune from bad news. So as an investor, when you do get it, how do you process the information, deal with it and move on unscathed? Read full article
Equity Release
December 2019
‘No, thanks’ to downsizing
Equity Release
December 2019
  More baby boomers plan to stay in their own home A growing number of ageing baby boomers are saying, ‘No, thanks’ to downsizing, choosing instead to remain in the same house in which they raised their family and created lifelong memories. Read full article
Pensions
December 2019
Retirement matters
Pensions
December 2019
  Freedoms to gain accessing your pension pot Changes to pension rules introduced in 2015 mean you’ve now greater access to your pension. It might seem like a far off prospect but knowing how you can access your pension pot can help you understand how best to build for the future you want. Read full article
Pensions
November 2019
Pensioner wealth
Pensions
November 2019
  Income gap between the wealthiest and poorest pensioners is growing The members of Britain’s baby boomer generation who are now entering retirement have been called ‘the richest generation in history’. But the income gap between the wealthiest and poorest pensioners is growing, with those in the top pension income band now having an average weekly income of almost £1,000. Read full article
Inheritance Tax
November 2019
Inheritance Tax
Inheritance Tax
November 2019
  Passing assets efficiently to the next generation No one wants to think about their hard-earned wealth going to waste after they die. It’s up to you to decide who gets what. The people who could benefit from your estate include your partner or spouse, children and other family members, friends, and charities. Family dynamics are complex, but they tend to be the main beneficiaries. Read full article
Retirement Planning
November 2019
Will I have enough money through retirement?
Retirement Planning
November 2019
  Mismatch between retirement expectations and actual reality Retirement is a chance to do more of what you enjoy. When it comes to planning for your retirement, you need to think about what you’d like your life to be like. There is no set retirement age in the UK any longer, so you can carry on working as long as you like (or as long as you need to). Read full article

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