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Tax Planning
July 2019
Give a triple boost to your children
Tax Planning
July 2019
  Don’t miss out on this little-known tax rule For those parents who have spare cash, putting money into their children’s pension will boost the retirement prospects of their offspring. The money will be topped up by the addition of tax relief and could also earn their children a tax refund if they are higher-rate taxpayers and reduce the penalty they face if they are a higher earner receiving child benefit. Read full article
Investment
July 2019
Goldilocks economy
Investment
July 2019
  How to prepare your portfolio for inflation Very low or very high inflation is damaging to the economy. The aim is usually to try and keep the Consumer Prices Index (CPI) at 2% in order to maintain a ‘Goldilocks Economy’ – not too hot, not too cold. Read full article
Investment
July 2019
Smart investments
Investment
July 2019
  Should I invest into a pension or an ISA? Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Accounts (ISAs) and pensions. Tax-efficiency is a key consideration when investing because it can make a considerable difference to your wealth and quality of life. Read full article
Estate Planning
July 2019
Healthy, wealthy and well advised
Estate Planning
July 2019
  Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved. Read full article
Insurance
July 2019
Income protection insurance
Insurance
July 2019
Cover for you and your family finances It’s important to be able to keep your finances healthy as you recover from an illness or injury. Being unable to work can quickly turn your world upside down. No one likes to think that something bad will happen to them, but if you couldn’t work due to a serious illness, how would you manage financially? Could you survive on savings or sick pay from work? If not, you may need some other way to keep paying the bills – and you might want to consider income protection insurance. Read full article
Estate Planning
July 2019
Making a Will
Estate Planning
July 2019
  Continuing your support long into the future We spend our lives working to provide for ourselves and our loved ones. You may have a house or flat (in the UK or overseas), shares, savings, and investments, as well as your personal possessions. All of these assets are your ‘estate’. Making a Will ensures that when you die, your estate is shared according to your wishes. Read full article
Pensions
July 2019
Pension freedoms
Pensions
July 2019
  Over one million UK savers embrace relaxation of rules The Government’s announcement on the relaxation of pension rules changed the investment landscape and pension freedoms show no sign of losing their popularity. Read full article
Pensions
June 2019
Freetirees
Pensions
June 2019
  Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over 55s, allowing millions to draw income from their pensions flexibly. Pension freedoms offer the opportunity to transition into retirement by continuing to work with reduced hours beyond traditional retirement age. Read full article
Investment
June 2019
Building a diverse portfolio
Investment
June 2019
  Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you. Read full article
Retirement Planning
June 2019
Dreaming of escaping a working life for retirement?
Retirement Planning
June 2019
  Getting your date right will help your plans stay on target Some people will have set their retirement date when they were in their 20s or 30s and a great deal will have changed since then, including their state pension age and perhaps their career plans. Read full article