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Monthly Archives: December 2018

Pension unlocking


Treasury enjoying a tax bonanza from pension withdrawals Following changes introduced in April 2015, you now have more choice and flexibility than ever before over how and when you can take money from your pension pot.

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Exploring your ISA options


Time to give your financial future a boost? The end of the tax year on 5 April is fast approaching, so make sure you’ve made the most of your annual allowances before it’s too late. No matter what, why or … Continue reading

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Planning opportunities


Making new year’s tax saving resolutions At this time of year, we think about new year’s resolutions, and it’s also a good time to start planning our tax affairs before the end of the tax year on 5 April. As … Continue reading

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State Pension


Move to equalise male and female pension ages Women will now start to qualify for the State Pension at the same age as men, currently set at 65. The move to equalise male and female pension ages began 25 years … Continue reading

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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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Festive gifts


Building wealth for a solid financial future As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about … Continue reading

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