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Retirement Planning
February 2020
How prepared are you for retirement?
Retirement Planning
February 2020
Planning ahead helps ensure that you’re on track You work hard to enjoy your current lifestyle, but are you doing enough to ensure that you will continue to enjoy it in retirement? Many of us live for today, but saving into a private pension plan can help you retire sooner rather than later. Read full article
Financial Planning
February 2020
Wealth uplift
Financial Planning
February 2020
Calculating the value of financial advice Quantifying the value of financial advice has always been a challenge because people who receive financial advice have different characteristics to those who do not. But what if it was now possible to quantify the value of financial advice and isolate a pure ‘advice effect’? This is exactly what the researchers at the International Longevity Centre – UK (ILC) have been able to calculate. Read full article
Investment
February 2020
Review your needs and goals
Investment
February 2020
Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start. Read full article
Insurance
February 2020
Life insurance
Insurance
February 2020
Providing a financial safety net for your loved ones Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. Whatever stage of life you’re at, we’ll help navigate you through the opportunities and challenges you may face. Read full article
Investment
February 2020
Choppy waters, not full-on gale
Investment
February 2020
Wait for the bad weather to pass and stay the course Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily injections of bad news may sound as though it will never end. This can spark anxiety, fuel uncertainty and trigger radical decisions in even the most seasoned investors. Read full article
Inheritance Tax
February 2020
Inheritance Tax
Inheritance Tax
February 2020
How do you leave a legacy which serves your family’s best interests? Will you be one of the thousands of households in Britain that will have to pay Inheritance Tax? What’s the best way to avoid it? If you’re administering an estate because someone has died, how do you obtain probate? Is it ever possible to retrospectively minimise an estate’s tax liabilities? Read full article
Retirement Planning
January 2020
Retiring abroad
Retirement Planning
January 2020
Prior preparation is key for a smooth transition into your new life It’s a dream for many that after years of hard work, it’s finally time to travel to far-off lands and enjoy your retirement without worrying about finances. With some planning beforehand, the dream of retiring abroad can become a reality. Read full article
Investment
January 2020
The power of diversification
Investment
January 2020
Insulating your portfolio from any market uncertainty Brexit is by no means the only cause of market volatility. Whether you believe Brexit will prove a blessing or a curse for the British economy, it’s important to insulate your portfolio from any market uncertainty. Read full article
Retirement Planning
January 2020
Women better prepared for retirement
Retirement Planning
January 2020
Record high despite £78k pension pot gender gap Women in the UK are better prepared for the future than ever before, with 57% now saving enough for their retirement – the highest proportion recorded in 15 years. A recent report[1] shows that average savings amongst women are up 4.6% since 2007/08, equating to an additional £5,900 in income every year of retirement. Read full article
Investment
January 2020
Bullish millennials
Investment
January 2020
  Putting money to work earlier allows more time for savings to grow Millennials are more bullish than any other generation about their retirement savings, a major new study has found[1]. But with time on their side, should they be doing more? Read full article