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Monthly Archives: October 2015

Cash Flow Modelling


Visualising your financial future In order to develop your financial plan, you need clarity over your goals, your objectives and your motivations. Cash flow modelling illustrates what might happen to your finances in the future, and enables you to plan … Continue reading

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Unlocking cash in your home – is it right for you?


Funding a pension shortfall or meeting an unexpected expense We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we’d like to … Continue reading

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New domicile rules


Significant structural changes introduced from 6 April 2017 Permanent non-dom tax status will be abolished from 6 April 2017. The reform does not eliminate the tax status, but individuals who have lived in the UK for 15 of the past … Continue reading

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Mind the gap


Widening void between the ‘haves’ and ‘have nots’ Rising incomes and savings pots among UK families are masking a widening gap between the ‘haves’ and ‘have nots’, the latest Aviva Family Finance Report reveals.

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Rising care needs for retirees


People going into care could face bills in excess of the total pension pot they retired with With the number of retirees going into care rising, research from LV= reveals that many people going into care could face bills in … Continue reading

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Staying connected trumps priorities


Only 39% considered providing financial security for their family as essential Britons consider having an Internet connection and mobile phone to be greater financial priorities than protecting mortgage and income, according to new research.

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Funding a comfortable retirement


Taking steps to plan for a better future Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements. Yet many people spend more time planning their holiday … Continue reading

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Parents massively underestimate student debt


Helping children financially through university may mean resorting to drastic measures Parents are still very much in need of a reality check when it comes to the true costs of a university education according to the latest annual student debt … Continue reading

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Estate matters


Structuring your affairs efficiently means starting the correct planning early enough Inheritance Tax (IHT) is payable by some people that, for the most part, could have been avoided. If you want your estate to go to your loved ones with … Continue reading

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