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Monthly Archives: February 2018

Avoiding hidden dangers in retirement


Make sure you don’t run out of money or face a reduced standard of living Increasingly, more and more pensioners are keeping much of their pension invested after they retire. This means they’re faced with two very different risks when … Continue reading

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New lease of life


Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing properly for anything new requires planning and commitment. Spending time on planning … Continue reading

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Wealth preservation


Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your death. A recent survey about Inheritance Tax (IHT)[1] shows that … Continue reading

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Tips to minimise the tax you pay


Have you utilised all your year end tax planning deadline opportunities? As we near the 2017/18 tax year end on 5 April, if appropriate to your particular situation, we’ve provided some tax planning tips to help you maximise the use … Continue reading

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Year End Tax Planning


Don’t miss the chance to make the most of valuable tax-efficiencies and allowances It’s important to take the time to give your finances a year-end check-up. The 2017/18 tax year ends on 5 April 2018, with the new tax year … Continue reading

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‘Miss List’


With retirement in your sights, what do you think you’ll miss? Spending time with family, easily having a shower or bath and driving a car are the top day-to-day moments that most people would miss if they could no longer … Continue reading

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Frugal habits!


How our spending might change in retirement Living longer is a good thing, right? Most people would probably agree with that. Living longer means more time to enjoy all the world has to offer and more time to spend with … Continue reading

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Retirement roulette


Millions of older workers pin hopes on downsizing, inheritance or lottery win Older workers are finding themselves caught in a position of retirement roulette, as many are relying on external factors such as a downsizing, an inheritance or even a … Continue reading

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