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Author Archives: admin

Funding your golden years


Tax aspects require careful planning after recent government changes Pensions have the reputation of being confusing, but they needn’t be. Private pensions are usually used by people who don’t have access to a workplace pension scheme, but you can also … Continue reading

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Market exposure


Build a portfolio that meets your needs The earlier you commit to an investment strategy, the longer your money can work in the market. However, the world is an uncertain place at the moment. The deadline for the United Kingdom’s … Continue reading

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Investing for tax-free dividends


No longer the precursor to end-of-tax year planning Venture Capital Trusts (VCTs) provide the opportunity for appropriate investors to support the growth of small UK businesses and receive attractive tax reliefs in return. Introduced in 1995, VCTs enable smaller companies … Continue reading

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Pension freedoms


Taking responsibility for funding our own retirement Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions common to us all.

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Protecting your identity


Common ways fraudsters can steal your personal information Identity theft is frighteningly widespread. No one can prevent all identity theft, and cybercriminals are getting more sophisticated in their attempts to steal your identity. Identity theft occurs when someone steals your … Continue reading

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Sandwich Generation


Financially squeezed between elderly parents and children Faced with the task of caring for elderly parents alongside your children, being in the Sandwich Generation can be a testing time. Finding yourself squeezed between – and often by – these two … Continue reading

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Relationship breakdowns


Why sorting out your pension may not be the biggest priority What is likely to be a divorcing couple’s most valuable asset? The family home will spring to most people’s minds first. But the value of a pension could well … Continue reading

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Inheritance Tax concerns?


Passing your wealth on to the next generation You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of … Continue reading

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Work pressures


The greatest strains on physical and mental health There is an increasing trend of people working for longer and delaying their retirement, with some staying in work out of financial necessity.

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Inflation matters


Impact of rising prices on investments A pound saved is a pound earned. But thanks to inflation, over time, the value of the pound saved could be much less than when it was earned. One cannot ignore the corrosive impact … Continue reading

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