Wealth Matters
7 July 2011
Don’t lose sight of your investment goals Planning for your future financial independence relies on selecting the right type of...
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Green Money
7 July 2011
Socially responsible investing If you are an investor concerned about global warming and other environmental issues, how can you save and invest...
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Discover more
7 July 2011
Taking the right steps to making adequate provision for your future As your life changes, you’ll have different protection requirements....
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Reliable Returns
7 July 2011
Alternative complementary asset class Tax-efficient investments are increasingly being used to complement pensions as part of an overall retirement planning solution. The tax...
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Drawing on a State retirement income
7 July 2011
Nearly a quarter of the UK population is currently over the State pension age Nearly a quarter of the UK...
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When will you claim your State pension benefits?
7 July 2011
New rules mean much more dramatic rises than had been expected For many years the age at which you can...
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How much retirement income will you need?
7 July 2011
Nearly half the working population are not saving enough Only 51 per cent of British workers are saving adequately for...
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The National Employment Savings Trust
7 July 2011
A new, simple, low-cost pension scheme In December 2006, the former Government published a White Paper outlining its workplace pension reforms, including proposals for NEST...
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Pension transfers
7 July 2011
Bringing your pensions under one roof Pension transfers can be complicated and you should always seek professional financial advice before...
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Alternative options for investors
7 July 2011
Making retirement more flexible The Treasury published its draft Finance Act legislation on 9 December 2010. The rules revolutionise the way pension benefits...
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Carry Forward rules
7 July 2011
Increasing pension contributions by using unused annual allowances From 6 April 2011 the annual allowance for pension contributions reduced from...
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A-Z of retirement planning
7 July 2011
Understanding the jargon Accrual Rate The factor used to calculate benefits in a defined benefit scheme. For example, a scheme with an...
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Inflationary Pressures
7 July 2011
Counteracting the pensioner’s worst enemy Inflation is a pensioner’s worst enemy. Over time, it will reduce the value of your income unless you take...
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Planning for growth
11 May 2011
Creating a tax system that is more supportive of business investment The Chancellor George Osborne delivered his plan for growth,...
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Economy and public finances
11 May 2011
Growth forecasts over the medium term revised slightly upwards The Office for Budget Responsibility (OBR) forecast for 2011 economic growth...
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The key announcements from the Chancellor’s second Budget speech
11 May 2011
Economy The independent Office for Budget Responsibility (OBR) forecasts growth of 1.7% (down from 2.1%) for 2011, 2.5% next year,...
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Residence and domicile
11 May 2011
Encouraging those who want to live and invest in the UK Non-doms will be able to remit income and/or Capital...
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Junior Individual Savings Account
11 May 2011
Savings for children in Britain A new tax-efficient children’s savings account, known as the Junior Individual Savings Account (ISA), is...
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Budget 2011
11 May 2011
Who can expect to be ‘better’ off following George Osborne’s Budget speech? First-time buyers First time buyers are to receive...
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A Budget for business
11 May 2011
The highlights at a glance Corporation Tax rates The main rate of Corporation Tax reduced from 28% to 26% from...
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