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March 2019
Trust in your investments
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March 2019
Investing for income or growth, or both Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio easily, as well as giving you the chance to benefit from the expertise of fund managers. Read full article
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March 2019
Smart plans
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March 2019
Living a less complicated life! For anyone enjoying their retirement years and living a less complicated life, it can be easy to assume that you no longer require professional financial advice. Some people may believe that since they have reached their 60s and ‘retired’, the hard work is over. Read full article
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March 2019
Life after work
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March 2019
Planning for the retirement you deserve Over time, with life expectancy and the cost of living rising, it could mean that some retirees are at risk of running out of pension income in later life. So what can you do to make sure that you have a big enough pension to meet your needs for the whole of your retirement? Read full article
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March 2019
Your ISA, your future
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March 2019
Time to reimagine how to invest more tax-efficiently? Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2018/19 is £20,000, and anyone wishing to utilise their allowance should do so before the deadline at midnight on Friday 5 April 2019. Read full article
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March 2019
Retirement options
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March 2019
Greater responsibility on individuals to plan for financial security in old age Deciding what to do with your pension pot is one of the most important decisions you will ever make for your future. The ‘pension freedom’ changes of April 2015 represented a complete shake-up of the UK’s pensions system, giving people much more control over their pension savings than before. Read full article
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March 2019
Brexit – what next?
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March 2019
Unintended consequences At the time of writing this article, the UK Government is still in negotiations with the European Union over the terms of its planned withdrawal on 29 March 2019. Read full article
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March 2019
No pain, no gain
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March 2019
Planning to get where you want to be Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is the case when undertaking a new fitness regime, if you properly commit yourself and stick to it, the eventual outcomes can be very rewarding. Read full article
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March 2019
Wealth protection
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March 2019
Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an estate. In fact, nearly everyone does. Read full article
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March 2019
Millennials get real with the numbers
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March 2019
Making sacrifices for home ownership over retirement Millennials are chasing the home ownership dream at the potential cost of a lower income in retirement, new research[1] shows. Over a third (35%) of millennials say they prioritise saving for a deposit on a home instead of their retirement. Nearly a fifth (19%) say buying a house is the main reason they don’t save more into their pension, while 10% say student debt stops them saving into a pension. One in 11 (9%) admits that frequently changing jobs affects their ability to make regular pension contributions. Read full article
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March 2019
Safeguarding your wealth for future generations
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March 2019
Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. But for many of us, there can be a remarkable gap between our intentions and our actions. Read full article