Working 9 to 5
3 July 2017
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
3 July 2017
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
3 July 2017
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
3 July 2017
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
3 July 2017
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
3 July 2017
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
3 July 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
3 July 2017
‘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
3 July 2017
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
5 May 2017
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
5 May 2017
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
5 May 2017
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
5 May 2017
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
5 May 2017
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
5 May 2017
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
5 May 2017
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
5 May 2017
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
5 May 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
5 May 2017
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
5 May 2017
Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no...
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