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Author Archives: admin

Retirement options

£19m released each day since pension freedoms launch In his 2015 Spring Budget, then-chancellor George Osborne introduced sweeping changes to the way that pensions are taxed. The new pension freedom rules have led to the over-55s being faced with a … Continue reading

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Divorcees risk losing out on pensions

Dividing this asset is of vital importance to avoid pension poverty Divorce is an emotional and stressful period for those who have to go through it. However, it’s important that people think of these valuable assets when considering how they … Continue reading

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2019/20 ISA allowance – use it or lose it

Maximise your wealth creation – don’t miss the deadline Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts, or ‘ISAs’. An ISA is a way of holding savings or investments without paying personal … Continue reading

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Preserving your legacy

How to keep your wealth in the family Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a time when they won’t be … Continue reading

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Portfolio diversification

Don’t put all your eggs in one basket Portfolio diversification is the foundational concept of investing. It’s a risk management strategy of combining a variety of assets to reduce the overall risk of an investment portfolio.

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Planning for tomorrow

Will my retirement income be enough to live comfortably? The questions our clients almost always ask us are: ‘Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind … Continue reading

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Time to give your pension pot a boost?

Planning ahead for the financial future you want Planning for retirement can be both exciting and daunting. It’s essential to structure your affairs to make sure you have enough money when you eventually retire. To give your pension pot a … Continue reading

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Top 4 tips for good tax planning

What should I consider before the end of this tax year? The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will be lost if they are not used … Continue reading

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Pension consolidation

Simplifying and maximising retirement benefits The employment landscape has evolved significantly over the last few decades, and changing jobs multiple times before retirement is now very much the norm. As a result, many people often have multiple pensions set up, … Continue reading

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Wealth uplift

Calculating the value of financial advice Quantifying the value of financial advice has always been a challenge because people who receive financial advice have different characteristics to those who do not.

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