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Our Blogs

Browse our blog posts below.

Tax-saving ideas to beat the end of tax year

Now is the time you should be reviewing your financial affairs With the end of the tax year rapidly approaching...
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Avoid facing financial uncertainty in old age

Nearly half of women rely on joint savings to fund retirement Nearly half (43 per cent) of women are relying...
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Protection when you may need it more than anything else

The right peace of mind when faced with the difficulty of dealing with a critical illness You really need to...
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Taxation matters

Different investments have different tax treatment Individual Savings Accounts (ISAs) You pay no personal income tax or capital gains tax...
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Freedom of choice

Taking more control over your pension fund investment decisions If you would like to have more control over your own...
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Mind the wealth gap

The average 50-year-old believes they need another £50,000 in savings and investments, including pension and property equity, in order to...
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Boosting your child’s inheritance by thousands

You need to take action while you’re still alive Parents could boost the value of their children’s inheritance by thousands...
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Are you cheerful or fearful?

Where to invest your money now to cash in on recovery or fresh disaster Is the world teeming with opportunity...
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HIPpies set to cash in equity

Many working over-50s believe their home will play a significant part in funding their retirement Over a quarter (28 per...
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Making it ‘personal’ is critical to retirement saving in the UK

Auto-enrolment signals a new era in workplace communications October saw the start of the UK’s new pension auto-enrolment system, which...
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People don’t plan to fail, but they do fail to plan

What financial New Year’s resolutions will you make? There’s a saying that goes, ‘People don’t plan to fail, but they...
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A vital role in securing your financial future

Creating and maintaining the right investment strategy The single best way to protect your portfolio is to spread your risk...
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The worries, wealth and goals of UK adults

Squeezed-middle ages getting squeezed further Britain’s “squeezed middle ages” need an additional 32 per cent of their income in order...
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Increasing longevity adds up for pensioner households

The average UK pensioner household could face a £111,400 tax bill in retirement as increasing longevity means pensioners are living...
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Financial confidence and security

Research from Standard Life released on 18 October 2012 has found that while most UK adults seek out professional financial...
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Lifestyle luxuries are central to many people’s happiness

Following the October announcement by the Office for National Statistics showing the Consumer Price Index (CPI) had fallen from 2.5...
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Gender gap in retirement savings has increased

The gap between the amount men and women are saving for retirement has grown to a record high, as women...
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Protecting your family’s lifestyle

Bad news can impact on any one of us at any time, in the form of an illness, or sudden...
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The right type of trust

Ensure you don’t pay more tax than is necessary There are now three main types of trusts. Bare (Absolute) trusts...
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Passing on your wealth

Make sure your loved ones get your hard-earned money and not the taxman Estate preservation doesn’t only affect the very...
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