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Tag Archives: financial planning

Saving for a rainy day


Understanding why your lifestyle makes it more relevant and real From the old adage of saving for a rainy day to planning for a comfortable retirement, before you can actually define your investing goals you need to ask yourself what … Continue reading

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Lack of preparation for the unexpected


A quarter of us could only afford to pay household bills for a maximum of three months Protecting your family should underpin financial planning, and it can also be a key business tool or estate planning mechanism. But, despite this, … Continue reading

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Death and taxes


No longer a tax that only the richest people in society have to face As Benjamin Franklin said, the only things that are certain in life are death and taxes, and Inheritance Tax touches on both of them. When you … Continue reading

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Estate matters


Structuring your affairs efficiently means starting the correct planning early enough Inheritance Tax (IHT) is payable by some people that, for the most part, could have been avoided. If you want your estate to go to your loved ones with … Continue reading

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Investment goals


How to save for a rainy day and plan for a comfortable retirement Reaching wealth goals and achieving personal ambitions are major objectives of the financial planning process. In order to make plans for the future, you need to know … Continue reading

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Generation Y


More than one in ten would use parents’ pension on mortgage deposit More than one in ten (12%) 20-35-year-olds are prepared to ask their parents to access pension savings to help pay for a mortgage deposit, research from Old Mutual … Continue reading

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Smart investing


Inside the minds of savers and investors Now in its third edition, the latest BlackRock Investor Pulse survey takes an in-depth look at Britons’ attitude to money and provides a fascinating insight into the minds of savers and investors.

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Planning your retirement income


Will the pension reforms have an effect on retirement planning? Just under a third (30%) of people believe the recent pension reforms will affect their plans for retirement income. Responding to a Schroders survey, of the people that said pension … Continue reading

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Inheritance Tax planning


Few taxes are quite as emotive – or as politicised – as Inheritance Tax Historically, Inheritance Tax (HT) planning used to be an activity confined to the very rich. However, growing affluence means that this is no longer the case. … Continue reading

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Blurred vision of the future


Three quarters of UK adults struggle to picture themselves in retirement UK adults have an average eight-year blind spot when it comes to financial planning – and can only see themselves in the future as far ahead as 2023, new … Continue reading

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