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August 2018
Investing in your child’s future
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August 2018
Without planning ahead, the cost can be a huge money sink While many parents value the standard of education offered by independent schools or universities, the costs can be daunting. However, with careful planning, it may be possible to avoid a huge outstanding student loan or tax burden. Read full article
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August 2018
Generation still taxed
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August 2018
Numbers nearly double in the last two decades With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, finding the right vehicle for your retirement planning is essential. Read full article
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July 2018
Transferring ISAs
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July 2018
Time to bring your investments together? If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money. Read full article
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July 2018
Back to the future
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July 2018
Visualising what really matters to you is the key to the planning process Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for them? Read full article
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July 2018
Driving towards the next phase of your life
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July 2018
Getting the date right can help you reach your destination sooner At some point you’ll say ‘goodbye’ to your co-workers, get into your car and drive towards the next phase of your life – retirement. But when will that be? The move to retirement is one of the most important decisions you’ll make, so it’s not surprising that determining the date is harder than you may ever expect. Read full article
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July 2018
To transfer, or not to transfer?
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July 2018
More than 100,000 people transferred out of Defined Benefit (DB) pensions in 2017/18[1]. A DB pension scheme is one where the amount you’re paid is based on how many years you’ve worked for your employer and the salary you’ve earned. Read full article
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July 2018
When I’m gone
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July 2018
How a simple list can help your loved ones after your death Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and working, but if something unfortunate were to happen, the outlook for those around you could change instantly. Read full article
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July 2018
Protecting you and your family’s finances
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July 2018
Top reasons people gave for not taking out protection There are many things to consider when looking to protect you and your family. It may not be the most exciting of subjects, but it answers one of our most basic desires – to keep safe all that we hold dear. Read full article
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July 2018
Averting a later-life financial crisis
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July 2018
More retirees drawing pensions without LPAs People are generally living longer these days. Increasingly, more people are living well into their 80s and 90s – and some even longer. This may mean you have a long time to budget for. That’s why it is very important to consider all of your options carefully and think about what will matter to you in retirement. Read full article
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July 2018
Pensioner debt
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July 2018
Worrying increase on last year’s figure The over-65s in the UK are expected to owe around £86 billion by the end of 2018, according to latest figures from the Centre for Economics and Business Research (CEBR) and More 2 Life. Read full article