Premium bond prizes remain unclaimed
1 July 2013
If you haven’t checked your premium bonds in a while, today may be your lucky day Almost 900,000 premium bond...
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Financial pressures faced by the UK’s three ages of retirement
1 July 2013
Will you give a cash loan to family members instead of leaving an inheritance? A quarter of over-75s and more...
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Tax-efficient returns
1 July 2013
Holding the right structure can pay big dividends Few assets are inherently tax-efficient. While growth in the value of oneís...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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‘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...
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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...
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