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Tax Planning
January 2020
Tax-efficient investing
Tax Planning
January 2020
  Legitimate ways for higher earners to reduce a tax bill Without a carefully developed tax planning strategy, higher-rate taxpayers run the risk of missing out on key tax benefits and paying more in taxes than necessary. A higher tax liability can diminish the value of your investment earnings over the long term. Read full article
Insurance
January 2020
Life is full of uncertainties
Insurance
January 2020
  If the worst were to happen, would your bills still get paid? Everyone should consider protection, even those who don’t have a family or a mortgage! Unless they have substantial savings or inherited wealth, most people rely on their salary to pay for everything. Over the years, you may have taken out a number of different insurance policies to give you and your family financial security. Perhaps this may have been when you started a family, took out a mortgage or became self-employed. Read full article
Pensions
January 2020
Pension freedoms
Pensions
January 2020
  Retirees now have a whole host of new options The pension freedoms, introduced on 6 April 2015, have given retirees a whole host of new options. There is no longer a compulsory requirement to purchase an annuity (a guaranteed income for life) when you retire. The introduction of pension freedoms brought about fundamental changes to the way we can access our pension savings. Read full article
Financial Planning
January 2020
Financial resolutions
Financial Planning
January 2020
  What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. In today’s complex financial environment, achieving your financial goals may not be that straightforward. Read full article
Retirement Planning
December 2019
Health fears
Retirement Planning
December 2019
  Barrier to employment and retention of older workers Older workers are an invaluable component of the UK workforce, given their extensive industry knowledge and expertise that all colleagues – particularly younger generations – can benefit from. Read full article
Tax Planning
December 2019
Tax-efficient shelters
Tax Planning
December 2019
  Use your ISA allowance or lose it forever Even though the Individual Savings Account (ISA) deadline may be a number of months away, and despite the tax year date remaining the same year in year out, somehow it always creeps up on us. A tax year runs from 6 April one year to 5 April the next. Read full article
Retirement
December 2019
Women’s State Pension age changes
Retirement
December 2019
  Government’s bid to ensure ‘pension age equalisation’ On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. Up until 2010, women received their State Pensions at the age of 60, but that has been increasing since then. Read full article
Investment
December 2019
Cultivate the art of patience
Investment
December 2019
  Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle. Human tendency is to prioritise negative over positive news content, and no one is immune from bad news. So as an investor, when you do get it, how do you process the information, deal with it and move on unscathed? Read full article
Equity Release
December 2019
‘No, thanks’ to downsizing
Equity Release
December 2019
  More baby boomers plan to stay in their own home A growing number of ageing baby boomers are saying, ‘No, thanks’ to downsizing, choosing instead to remain in the same house in which they raised their family and created lifelong memories. Read full article
Pensions
December 2019
Retirement matters
Pensions
December 2019
  Freedoms to gain accessing your pension pot Changes to pension rules introduced in 2015 mean you’ve now greater access to your pension. It might seem like a far off prospect but knowing how you can access your pension pot can help you understand how best to build for the future you want. Read full article

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