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Inheritance Tax
May 2019
Inheritance Tax
Inheritance Tax
May 2019
  No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. Read full article
Pensions
May 2019
Tracing a lost pension
Pensions
May 2019
  Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject[1]. The Pensions Policy Institute surveyed firms representing about 50% of the private defined contribution pensions market[2]. Read full article
Insurance
May 2019
Whole-of-life insurance
Insurance
May 2019
  Guaranteed tax-free payment whenever you die Whole-of-life policies tend to offer the policyholder lifelong protection and are designed to give you a specified amount of cover for the whole of your life and pays out when you die. Read full article
Investment
May 2019
Why do you want to invest?
Investment
May 2019
  Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting there! Investment goals cover everything from the old adage of saving for a rainy day to planning for a comfortable retirement. Read full article
Millennials
May 2019
Millennials get real with the numbers
Millennials
May 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
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