Monthly Archives: February 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.
Managing investment risk during turbulent markets A common mistake that some investors make is not diversifying their portfolio enough. To make sure investments are spread across different asset classes, it could contain a blend of equities, bonds, cash, property and … Continue reading
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
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
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
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