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Estate Planning
May 2019
Wealth protection
Estate Planning
May 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
Investment
April 2019
No pain, no gain
Investment
April 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
Retirement
April 2019
Retirement options
Retirement
April 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
Retirement
April 2019
Life after work
Retirement
April 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
Retirement
April 2019
Smart plans
Retirement
April 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
Pensions
April 2019
Double whammy
Pensions
April 2019
New social phenomenon – the ‘sandwich generation’ In recent years, a growing realisation has formed that we’re in the middle of a new social phenomenon – the ‘sandwich generation’. The term ‘sandwich generation’ is often used to refer to those who care for both sick, disabled or older relatives and dependent children. Read full article
Retirement
April 2019
To downsize, or not to downsize?
Retirement
April 2019
Planning your next move for a comfortable retirement It can be a daunting prospect to think about selling the family home, but it is a decision that many decide is the right choice for them once the children have long moved out and the upkeep seems too onerous. However, people don’t often consider the impact this could have on their retirement, according to new research[1]. Read full article
Retirement Planning
April 2019
Retirement income
Retirement Planning
April 2019
Plan to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’ is a question that many people ask but struggle to figure out. There are many ways to assess your likely income in retirement and work out how much you need to put away now to enjoy the kind of lifestyle you want in later life. This is why more and more people, where appropriate, are turning to private pensions as a tax-effective way to build or enhance their retirement income. Read full article
Investment
March 2019
Trust in your investments
Investment
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
Uncategorized
March 2019
Your ISA, your future
Uncategorized
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