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Monthly Archives: April 2018

Retirement wealth


What’s the right answer for you? The first increase in minimum automatic enrolment (AE) workplace pension contributions came into effect on 6 April[1]. According to research from Scottish Widows, however, one in five Britons (20%) – amounting to more than … Continue reading

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2018/19 tax changes


New initiatives you need to know It’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us, and a raft of new changes have come into force. The good news is that … Continue reading

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Financial freedom


Deciding what to do with pension savings – even if you’re still working It might seem like a far-off prospect, but knowing how you can access your pension pot can help you understand how best to build for the future … Continue reading

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Protecting your estate for future generations


Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you are not alone. Whether you are setting up your estate planning or sorting out the estate of a departed family … Continue reading

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Making the most of your pensions


Have you accumulated multiple plans that need reviewing? By the time we have been working for a decade or two, it is not uncommon to have accumulated multiple pension plans. There’s no wrong time to start thinking about pension consolidation, … Continue reading

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Unwritten goals are just wishes


Making wise financial decisions and rewarding for your efforts If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial goals to … Continue reading

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Creating a financial roadmap


Planning for success can be complicated in today’s world No two people have identical financial circumstances, which is why it’s essential you have a custom financial planning solution that meets your individual needs and goals. Planning for financial success can … Continue reading

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Stock market turbulence


Don’t let global uncertainties affect your financial planning for the years ahead The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let … Continue reading

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Income Protection


Financial resilience and peace of mind for individuals and households If you were one of the million people in the UK each year that find themselves unable to work due to a serious illness or injury, how would you cope … Continue reading

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