State Pension reform
19 December 2018
Over half of the UK population unaware of government plans Over half of the UK population are unaware of government...
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Safeguarding your family’s lifestyle
19 December 2018
The numbers show a significant protection gap exists for families in the UK We all want to safeguard our family’s...
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One of life’s unpleasant facts
19 December 2018
Protecting your assets to give your family lasting benefits in an uncertain world Inheritance Tax (IHT) in the UK is...
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‘Midlife crisis’
19 December 2018
Baby boomers are some of the least prepared for retirement A recent survey has revealed the concerning fact that 40%...
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‘Shot in the arm’ for oil consuming economies
18 December 2018
Positive impact on earnings, and a small positive impact on dividends Despite the so far rather negative response of equity...
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Tax-efficient investing made easy
17 December 2018
An Individual Savings Account (ISA) is a tax-efficient ‘wrapper’ designed to go around an investment. You’ve got until 5 April...
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Do you have a long-term investment strategy?
17 December 2018
Keep focused on your end goals and don’t let market noise sway you The complexity of today’s economic and global...
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Get your finances in shape this summer
17 December 2018
Review our financial fitness checklist to see how we can help you make more of your money Utilise personal pension tax...
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Europe’s economic slowdown
17 December 2018
Is there room for any further disappointment? Europe has suffered a stream of destabilising news this year. Firstly, there was...
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‘Am I diversified enough?’
17 December 2018
What’s positive for one investment can be negative for another Different types of investments are affected in different ways by...
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Giving away wealth tax-efficiently
13 December 2018
Passing on parts of an estate without it being subject to Inheritance Tax There are some important exemptions that allow...
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Mind the ‘pensionsg ap’
13 December 2018
Why every adult in the UK needs to save more to retire comfortably Findings from a study published in September...
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ISA Surgery–don’t miss the fast-approaching deadline
11 December 2018
Savings Accounts (ISAs) are not actual investments; they are tax-efficient wrappers surrounding your fund choice(s). When you make an ISA...
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Private sector workers
11 December 2018
Figures show the lowest company pension levels since the 1950s The number of private sector workers with a company pension...
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Families find discussing their finances and mortality ‘uncomfortable
10 December 2018
The effects of ignoring the issue and failing to appreciate the value of protecting your family The latest Aviva Family...
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The burden of tax in retirement
10 December 2018
Savers need to consider all retirement income solutions in order to achieve a degree of certainty The average UK pensioner...
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Alternative Investment Market shares
7 December 2018
Reducing an Inheritance Tax liability on an estate Investing in Alternative Investment Market (AIM) shares is one way of reducing...
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Minimising an Inheritance Tax liability
7 December 2018
Passing assets to beneficiaries using a trust You may decide to use a trust to pass assets to beneficiaries, particularly...
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‘Kickstart’ initiative
7 December 2018
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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Investmen tsolutions
6 December 2018
Achieving the most efficient mix of risk and return Do you currently have the most suitable method of holding and...
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