Savers and investors could lose £1.4 billion in 2013
1 July 2013
The most popular held misconceptions about Individual Savings Accounts (ISAs) ISAs are complicated If you’re already familiar with how savings...
Read More
SIPP into summer
1 July 2013
Talk to us about one of the most tax-efficient ways of saving for your retirement Retirement may be a long...
Read More
Short-term excuses contradict long-term interests
1 July 2013
What reasons do you have for not investing in your future? People who make bad money decisions as well as...
Read More
Are you financially prepared for your retirement?
1 July 2013
The State Pension accounts for 36 per cent of the average retirement income in 2013 One in seven (14 per...
Read More
Are we saying goodbye to Child Trust Funds?
1 July 2013
The Government has issued a consultation on allowing transfers between Child Trust Funds (CTFs) and Junior ISAs (JISAs) CTFs were...
Read More
A gift with reservation
1 July 2013
Making sure the gift is not a gift for Inheritance Tax purposes A gift with reservation is a gift which...
Read More
Protecting your wealth
1 July 2013
Making the most of different solutions Decreasing term assurance Decreasing term assurance can be arranged to cover a potential Inheritance...
Read More
Transferring assets
1 July 2013
Using a trust to pass assets to beneficiaries Trusts may incur an Inheritance Tax charge when assets are transferred into...
Read More
Valuing a deceased person’s estate
1 July 2013
To arrive at the amount payable when valuing a deceased person’s estate, you need to include assets (property, possessions and...
Read More
The probate processdence
1 July 2013
Probate (or confirmation in Scotland) is the system you go through if you’re handling the estate of someone who’s died....
Read More
Mind the pension gap!
1 July 2013
Are you too optimistic about the age at which you’ll be able to retire? Just a third of people accept...
Read More
Striving to look at market opportunities in a rational way
30 April 2013
Even in challenging markets there are opportunities to be found Post the credit crunch of 2008, the banking crisis, concerns...
Read More
FOOL’S GOLD
30 April 2013
Demystifying some of the key fund management concepts We understand that the fund management industry has an array of jargon...
Read More
New higher flat-rate state pension
30 April 2013
One of the biggest overhauls of Britain’s pension system in decades The Government recently announced that up to 400,000 more...
Read More
You’ve worked hard for this; now’s the time to enjoy it
30 April 2013
Start your retirement by celebrating your newfound freedom Some pensions allow you to switch your money into lower risk investments...
Read More
‘I wish I’d started saving for retirement earlier’
30 April 2013
New research shows why many older UK adults have many money regrets Research from Standard Life has found that UK...
Read More
Flexible drawdown rules untouched by Budget 2013
30 April 2013
Greater opportunities for those with over £20,000 pension income The eligibility rules for flexible income drawdown from pensions were untouched...
Read More
Greater clarity on how much care in ‘old age’ may cost
30 April 2013
Cap provides long-term savers with a greater idea of future spending In his Budget speech delivered in March, the Chancellor,...
Read More
Boosting retirement saving among UK workers
30 April 2013
Millions of people are not saving enough to have the income they are likely to want in old age Up...
Read More
Which investments are right for you?
30 April 2013
Assessing how best to achieve your goals Building an investment portfolio can be a daunting challenge. However, if you are...
Read More
Find us on Vouchedfor
Connect with us on Vouchedfor to browse all of the testimonials left by our clients, or to leave a review of your own.
