These informatitive financial guides and factsheet are for you to download and read at your leisure, these provide general information on a wide range to topics that you may find of interest.These factsheet and guides are general in nature and do not constitute any form of advice. Please click the download PDF button for your complimentary copy. If you have any further question or would like to discuss in greater detail please get in touch.
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How will you ensure you achieve the retirement lifestyle you deserve?
Taking advantage of planning opportunities means getting tax savvy now
Navigating the financial aspects of your unique life's journey
Creating an integrated and coordinated approach to managing your wealth.
What could the further reduction mean to your retirement income.
Safeguarding the people and things that matter most.
What's better - Active or passive management?
New freedoms over how you can use your pension money.
Providing your family with lasting benefits means taking preventative action now.
Looking through this period of uncertainty and focusing on the longer-term opportunities.
Take stock of where you are and where you want to be, and plan how best to get there.
Optimising your tax position is paramount in the run-up to the financial year end.
Shaping your retirement plans to best meet your individual needs and circumstances.
Tax-efficiency and flexibility for the next generation.
Government spending over the next four years and plans for the economy.
Diversifying your assets helps spread risk by lessening the potential for losses.
Further alterations to the rules on the plans, which invest in small, private up-and-coming companies.
It’s not just about picking investments wisely, it’s holding them in the best place.
5 tips to help you be more confident about your financial future.
The numbers show a significant protection gap exists for families in the UK.
Taking over 90% of taxpayers out of paying tax on interest from savings.
Accessing your pension safely, without unnecessary costs and a potential tax bill.
Bringing all of your separate pension plans together into one single pension pot.
Are you ready for the responsibilities of being in complete control over all of your money?
Providing financial support for adult offspring – what are the implications.
Why having a target in mind clearly makes a difference to fund this stage of your life.
When was the last time you revisited your investment goals?
Funding a post-work life will be difficult without sufficient planning.
How to shelter your assets from unnecessary tax.
Which of these could impact on your financial plans, both positively and negatively?
Building a NEST egg to provide for their financial future.
Replacing your income if you couldn't work due to a serious illness.
How NEST can help you meet your new employer duties.
Wednesday May 31, 2017This measure restricts pension tax relief by introducing a tapered reduction in the amount of the annual allowance for individuals with an adjusted income of over £150,000 and a threshold income over £110,000. Key facts The annual allowance will be reduced for individuals who have ‘adjusted income’ over £150,000 a year. The reduction in the …
Friday April 28, 2017Conventional wisdom points to defined benefit schemes as the gold standard of retirement provision. This position is also held by the Financial Conduct Authority, which has led to the majority of financial advisers opting out of providing advice in this area. Those ‘specialist’ firms that do provide advice are typically reliant on the Critical Yield Method. …
Wednesday April 26, 2017More than £10bn has been accessed flexibly since the introduction of pension freedom in 2015, the latest HM Revenue & Customs statistics have shown. A total £1.59bn was flexibly withdrawn in Q1 2017, the most in any quarter since Q2 2016 and the second-highest figure seen. More than 390,000 flexible payments were made in the …
Wednesday April 12, 2017The Government’s dramatic increase in probate fees is attracting more outcry as it emerges the Ministry of Justice does not know how much it costs to handle an application for probate. From next month, a new system takes effect that will see the largest estates pay £20,000 in probate fees. Probate must be granted to …
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The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.