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Monthly Archives: November 2014

One of life’s unpleasant facts


Protecting your assets to give your family lasting benefits in an uncertain world Inheritance Tax (IHT) in the UK is a subject that was once something that only affected very wealthy people. It maybe one of life’s unpleasant facts but … Continue reading

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Retiring in good health


How new pension fund rules could increase life expectancy With the news that the tax charge on pension funds will be removed before age 75, some commentators have suggested that over 90% of people retiring in good health should expect … Continue reading

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Question time


Why planning for your future retirement requires answers We all look forward to stopping work, embarking on a new path and making the most of our new-found freedom. But with all the talk and concern about dwindling retirement funds and … Continue reading

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Sandwich generation


Filling in the family gaps With an ageing population and increasingly more children living at home for longer, more and more people are joining the ‘Sandwich Generation’, having to fund family at both ends of the spectrum, such as their … Continue reading

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Saving for a rainy day


Fewer people are putting money away despite improvements to the economy The gap between the fortunes of savers and non-savers continues to widen, and research supports these findings[1]. ‘Habitual savers’ continue to put away more for a rainy day, but … Continue reading

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Safeguarding your family’s lifestyle


The numbers show a significant protection gap exists for families in the UK We all want to safeguard our family’s lifestyle in case the worst should happen. But only a quarter (24%) of adults in the UK with children under … Continue reading

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‘Am I diversified enough?’


What’s positive for one investment can be negative for another Different types of investments are affected in different ways by factors such as economics, interest rates, politics, conflicts, even weather events. What’s positive for one investment can be negative for … Continue reading

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8 steps to a brighter retirement


Make sure you can afford a comfortable lifestyle when you retire 1. From April 2015, you can use your pension savings in any way you like. The first 25% can be taken as tax-free cash and the remainder used as … Continue reading

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