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January 2019
Plan, prepare
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January 2019
Making new year’s tax saving resolutions At this time of year, we think about New Year’s resolutions, and it’s also a good time to start planning our tax affairs before the end of the tax year on 5 April. As you think about 2019 and your goals for the coming year, we can help to start you off on the right financial footing. It’s well worth spending some time in January to think about your money so you can achieve your goals as quickly as possible. Read full article
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January 2019
Exploring your ISA options
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January 2019
Time to give your financial future a boost? The end of the tax year on 5 April is fast approaching, so make sure you’ve made the most of your annual allowances before it’s too late. No matter what, why or how you want to save and invest, an Individual Savings Account (ISA) could help make your money work harder for you. Read full article
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January 2019
Pension unlocking
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January 2019
Treasury enjoying a tax bonanza from pension withdrawals Following changes introduced in April 2015, you now have more choice and flexibility than ever before over how and when you can take money from your pension pot. Read full article
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January 2019
For the life you want
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January 2019
Building up your nest egg is more discipline than difficult For today’s retirees, retirement has changed almost beyond recognition since their parents’ day. Building a retirement fund requires saving enough money to pay your bills and continue living comfortably when you are no longer drawing an income. Read full article
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January 2019
Looking at the big retirement picture
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January 2019
Considering making contributions ahead of the tax year end? Investing for the future is vital if you want to enjoy a financially secure retirement, and it requires you to look at the big picture. Although pensions can be complicated, we will help you get to grips with the rules if you are considering making contributions ahead of the tax year end. Here are our top pension tax tips. Read full article
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January 2019
Keeping it in the family
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January 2019
Careful planning can reduce or even eliminate the Inheritance Tax payable Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early. Read full article
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January 2019
Wealth sharing between generations
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January 2019
Redefining how millennials become more financially secure Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, with 44% saying they are ‘comfortable’ financially. In fact, the research shows they are trying to do the right thing. Read full article
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January 2019
Who wants to be a millionaire?
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January 2019
Getting there could be easier than you think – but you’ll need to start young Parents could make their baby an adult millionaire by starting a pension pot when they are born. Children born this year could become millionaires by their 43rd birthday if their families contribute to a pension for the first 18 years of their lives[1]. The analysis found that parents or grandparents contributing £2,880 per year (£3,600 after tax relief) until their children turn 18 years old could create a pot of £1,021,837 by 2061. The figure assumes a total contribution of £51,840, a growth rate of 8% per annum, and is net of product charges. Read full article
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January 2019
Emergency cash
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January 2019
Boosting women’s pension savings A million more women in their 20s could be saving adequately for retirement if they were able to access emergency cash from their pension, according to a new report[1]. Read full article
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January 2019
Different life events
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January 2019
Solutions that work as your priorities change over the years The future may seem far away, but you need to start planning early. Regardless of your goals, there are things you can do to increase your chances of success! We look objectively at your plans to provide solutions that work as your priorities change over the years and you go through different life events. Read full article