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Category Archives: Uncategorised

Generation Xers chronically under-saving


57% face financial difficulty in retirement years According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the UK face financial difficulty in retirement, with one in three … Continue reading

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Post-work income


How much annual income will you receive from your pension and savings? Retirement will probably be one of the biggest events you ever go through in your life, so it’s not something you’ll leave to chance. But knowing how much … Continue reading

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Investing for your child’s future


Even small amounts can build up a substantial nest egg Decided it’s time to start saving for your little one? Putting money aside for your child is a great way to prepare them for their future, and can also teach … Continue reading

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Wealth creation


Where can you turn if you want to invest tax-efficiently? Tax-efficiency is a key consideration when investing because it can make such an enormous difference to your wealth and quality of life.

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Pension options


Planning your financial future, and how to get there One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your State Pension the … Continue reading

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Tax planning reimagined


Identifying the best options to preserve your wealth No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than … Continue reading

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Why cash may not be king


How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money … Continue reading

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Tax saving opportunities


It’s time to identify, plan for and potentially mitigate your tax burdens The Government has spent hundreds of billions on measures to support businesses and jobs, and fight the coronavirus (COVID-19) pandemic. But how will it pay for these? We … Continue reading

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Investing principles


Focus on what you can control The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall … Continue reading

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Will the over-50s become a lost generation?


Older individuals who lose their jobs are less likely to secure re-employment Older workers are one group of people who are at risk of suffering serious and persistent consequences from the economic turmoil arising from the coronavirus (COVID-19) pandemic. In … Continue reading

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