Get your finances in shape this summer
Review our financial fitness checklist to see how we can help you make more of your money Utilise personal pension tax...
Read MoreEurope’s economic slowdown
Is there room for any further disappointment? Europe has suffered a stream of destabilising news this year. Firstly, there was...
Read More‘Am I diversified enough?’
What’s positive for one investment can be negative for another Different types of investments are affected in different ways by...
Read MoreGiving away wealth tax-efficiently
Passing on parts of an estate without it being subject to Inheritance Tax There are some important exemptions that allow...
Read MoreMind the ‘pensionsg ap’
Why every adult in the UK needs to save more to retire comfortably Findings from a study published in September...
Read MoreISA Surgery–don’t miss the fast-approaching deadline
Savings Accounts (ISAs) are not actual investments; they are tax-efficient wrappers surrounding your fund choice(s). When you make an ISA...
Read MorePrivate sector workers
Figures show the lowest company pension levels since the 1950s The number of private sector workers with a company pension...
Read MoreFamilies find discussing their finances and mortality ‘uncomfortable
The effects of ignoring the issue and failing to appreciate the value of protecting your family The latest Aviva Family...
Read MoreThe burden of tax in retirement
Savers need to consider all retirement income solutions in order to achieve a degree of certainty The average UK pensioner...
Read MoreAlternative Investment Market shares
Reducing an Inheritance Tax liability on an estate Investing in Alternative Investment Market (AIM) shares is one way of reducing...
Read MoreMinimising an Inheritance Tax liability
Passing assets to beneficiaries using a trust You may decide to use a trust to pass assets to beneficiaries, particularly...
Read More‘Kickstart’ initiative
Maintaining housing provision The Prime Minister recently announced the doubling of the number of new homes built as part of the ‘Kickstart’...
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