News

September 2017

Pension Freedoms

By |September 14th, 2017|

Will the new retirement rule of ‘no rules’ offer people a better financial future?
Following pension reforms, there are now more options for using your private pension pot. Since April 2015, some people over 55 have greater freedom in how they can access their pension pots – the money they’ve built up during their working life.
The […]

July 2017

Pensions revolution

By |July 28th, 2017|

Awareness and understanding amongst the public still remains low
6 April 2017 marked the anniversary of both the new State Pension and the new pension freedoms. These major overhauls have revolutionised the UK pensions landscape, but research from Aviva suggests work to improve pension saving is far from done as awareness and understanding amongst the public […]

March 2017

opening a new ISA in 2017

By |March 20th, 2017|

Five million over-50s looking to make their money work harder
Savers have had it extremely tough over many years now, and yet many still feel uncertain about making the switch to investing. This is largely because people don’t know quite where to start, and they are wary of the risk. However, people need to make their […]

Income investment strategies

By |March 13th, 2017|

Yield on equities and corporate bonds look understandably attractive
People are living longer. Simple demographics mean that supplementary income is no longer a luxury – it’s a necessity. Meanwhile, interest rates are at historic lows – even before you take account of inflation. So, relative to cash, the yield on equities and corporate bonds looks understandably […]

Safeguarding wealth for future generations

By |March 10th, 2017|

New Inheritance Tax rules apply from 6 April 2017
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.
Although often in the news, Inheritance Tax (IHT) is still not widely understood. That’s worrying, because it affects thousands of families every […]

Don’t miss the ISA deadline

By |March 7th, 2017|

Time to take control over where your money is invested tax-efficiently
Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2016/17 is £15,240, rising to £20,000 in 2017/18. Anyone wishing to utilise their allowance should do so before the deadline at midnight on Wednesday 5 April 2017. The […]

February 2017

What are you planning for in 2017?

By |February 1st, 2017|

How to look forward to what you want to accomplish

When was the last time you wrote down your goals? More importantly, when was the last time you revisited them?

A new year can be seen as a fresh start and a marker to look forward to what you want to accomplish – personally, professionally and hopefully […]

November 2016

How financially prepared are you for your retirement?

By |November 10th, 2016|

Thanks to healthier lifestyles and advances in medicine, people are living longer lives, but many individuals may not feel financially prepared for their retirement. When it comes to setting your investment goals or strategy for your retirement, there are two main options.
If you’re looking to build up the value of your investments over time, you’re […]

Having the freedom to choose

By |November 7th, 2016|

Using your pension money
Have you considered all the potential costs of retiring? Some people find their expenses fall once their working life ends, but it’s important not TO assume that all your expenses will go down – some may increase, such as heating and leisure costs.
 

The constantly evolving landscape of legislative change provides both challenges […]

October 2016

not losing sight of your long-term savings goals

By |October 18th, 2016|

The UK is entering uncharted territory after the EU referendum, but with relatively few unretired people beyond the age of 55 having started their retirement planning it is important not to lose sight of your long-term savings goals. Changing social, political and demographic factors mean that the outlook for retirement finances in the UK is […]

Contact us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Questions, issues or concerns? I'd love to help you!

Click ENTER to chat