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Monthly Archives: February 2017

Safeguarding wealth for future generations


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.

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Pension booster


Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set the Right Goals study from Zurich UK found that those that set specific goals for … Continue reading

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Looking ahead to your retirement years


Making sure you can sustain the level of income you need From stopping work altogether to a slow and gradual reduction of commitments – retirement means different things to different people. Making sure you can sustain the level of income … Continue reading

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Assessing current and forecasted wealth


Making the most of your money to achieve your financial objectives To be in a position to navigate the financial aspects of your unique life’s journey you need to regularly track your progress towards key goals such as paying off … Continue reading

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Pension power


Take full advantage of tax relief – annual and lifetime limits Pensions are a highly tax-efficient form of saving and you should if possible take full advantage of funding your pension contributions to the maximum allowable. You receive tax relief … Continue reading

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Taking a long-term view


Getting the right balance between shares, bonds and other investments Successful long-term wealth creation requires the right balance between shares, bonds and other investments. A long-term, holistic approach to investing should take into account your investment horizon, risk tolerance, family … Continue reading

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Sustainable investing


Strategies to meet some of the most pressing global challenges ahead Sustainable investing has gathered momentum across the world in the past decade as investors look for financial returns while helping to achieve a positive impact on the world around … Continue reading

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