Blog

Our Blogs

Browse our blog posts below.

Working 9 to 5

Almost three quarters of employees expect to work beyond the traditional retirement age The proportion of UK employees who say...
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Investment wise

Learning from the past and understanding the present The key to successful investing isn’t predicting the future, its learning from...
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Currency fluctuations

Why foreign exchange markets are in uncharted territory The summer months are usually the only time when we think about...
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Securing your financial future

Investing for major life events requires comprehensive investment solutions If you really want to give your money the potential to...
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Retirement choices

How much time do you spend planning for retirement? The 2015 pension freedoms gave us greater flexibility over our retirement...
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Inheritance Tax rule changes

Effective estate planning can safeguard your wealth for future generations If you want to have control over what happens to...
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Election 2017

Why investors need to keep focused on long-term financial goals Prime Minister Theresa May’s announcement that she would call a...
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Funding future care costs

‘The tragedy of old age is not that one is old, but that one is young’ With the UK’s population...
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Pension time bomb

Planning to prevent the financial equivalent of climate change Millions of workers across the UK could be heading for a...
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Pension booster

Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according...
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Qualifying Recognised Overseas Pension Schemes

Tax rate charge on transfers on or after 9 March 2017 Qualifying Recognised Overseas Pension Schemes (QROPS) transferred on or...
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Targeting support for investors

Income Tax dividend allowance reduction On 8 March, the Chancellor of the Exchequer, Philip Hammond, delivered what people had expected...
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Advice matters

Do you have the time to keep fully up to speed with everything that’s going on? With a burgeoning choice...
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Inside the mind of a scammer

Tactics investment fraudsters use to deceive over-55s The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities...
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Navigating markets

UK and European investment company managers comment on the outlook post-Brexit On Wednesday 29 March, Article 50 of the Treaty...
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Golden years

Key to a positive retirement lifestyle Unfortunately, some individuals do not realise the importance of planning for their retirement. The...
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Passing on wealth without further tax charges

Over-55s risk falling prey to the inheritance ‘sibling tax trap’ On 6 April 2017, a new additional main residence nil-rate...
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Spring Budget 2017

What did it mean for your financial plans? The Chancellor of the Exchequer, Philip Hammond, delivered his Spring Budget to...
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Protecting your finances and well-being

Millions of Britons face financial fallout should serious illness strike It’s easy to think that we will never be diagnosed...
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Road to Brexit

Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no...
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