Protection matters
2 May 2018
Families face a precarious situation if the worst were to happen Everyone’s circumstances are different, but most people start to...
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Making the most of your pensions
2 May 2018
Have you accumulated multiple plans that need reviewing? By the time we have been working for a decade or two,...
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Money’s too tight to mention
2 May 2018
Financial impact on annual retirement income after divorce First comes marriage, then for some couples comes divorce. But a stable...
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Cultivating the art of patience
2 May 2018
Sticking with a long-term commitment to your investments If you want to give your investments the best chance of earning...
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Art of bond investing
2 May 2018
Portfolio balancing, negating stock market volatility and lowering risk Bonds have historically been an alternative way to balance a portfolio and...
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Diversification, diversification, diversification
2 May 2018
Portfolio building requires different characteristics to evaluate There are many ways to invest and different types of investments. But when looking to build an appropriate diversified...
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Generous grandparents
2 May 2018
The bank that likes to say ‘yes’ Forget the Lamborghini – 2.4 million UK grandparents have either raided their pension to support their grandchildren or plan...
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Your money, your choice
2 May 2018
Supporting your future financial requirements You can pay into as many pension schemes as you want; it depends on how much money you can...
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Retirement wealth
2 May 2018
What’s the right answer for you? The first increase in minimum automatic enrolment (AE) workplace pension contributions came into effect on 6 April. According to...
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2018/19 tax changes
2 May 2018
New initiatives you need to know It’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us,...
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Protecting your estate for future generations
2 May 2018
Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you...
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Make it a date
2 May 2018
Keeping your target retirement plans on track Most over-45s are not making plans to match their hopes for the future,...
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Self-Invested Personal Pensions
2 May 2018
TAKING MORE CONTROL OVER YOUR PENSION FUND INVESTMENT DECISIONS If appropriate to your particular situation, a Self-Invested Personal Pension (SIPP)...
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Crypto currencies
7 March 2018
Don’t believe the hype Digital or crypto currencies such as Bitcoin, Ethereum and Ripple have been causing a financial frenzy over the past...
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How to make the most of your retirement
7 March 2018
Steps you could take to increase your eventual income Even if retirement isn’t far away, there are steps you could take to increase your eventual retirement income. This...
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Financial Fitness
7 March 2018
Time to track and celebrate your wealth goals? With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to...
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Why being over 40 is the new mid-20s
7 March 2018
Healthier lifestyles and feeling happier about financial planning for retirement An increasing number of middle-aged Britons are getting healthier as...
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Market matters
7 March 2018
Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial...
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New lease of life
7 March 2018
Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth...
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Tips to minimise the tax you pay
7 March 2018
Have you utilised all your year-end tax planning deadline opportunities? As we near the 2017/18 tax year end on 5...
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