Financial Guides

July/August 2017 Magazine

July/August 2017 Magazine

Currency Fluctuations - Why foreign exchange markets are in unchartered territory

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May/June 2017 Magazine

May/June 2017 Magazine

Road To Brexit - Biggest investment planning challenge over the coming years for all investors

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March/April 2017 Magazine

March/April 2017 Magazine

Don’t miss the ISA Deadline - Time to take control over where your money is invested tax-efficiently

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January/February 2017 Magazine

January/February 2017 Magazine

Investment Outlook: Taking advantage of opportunities in 2017

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November/December 2016 Magazine

November/December 2016 Magazine

How professional financial advice can prove invaluable.

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September/October 2016 Magazine

September/October 2016 Magazine

How the lifetime allowance reduction could impact on your retirement savings.

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July/August 2016 Magazine

July/August 2016 Magazine

Getting your pension in shape to enjoy the kind of lifestyle you want in later life.

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May/June 2016 Magazine

May/June 2016 Magazine

Impact on financial markets ahead of the EU referendum.

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March/April 2016 Magazine

March/April 2016 Magazine

Views from investment company managers on China.

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January/February 2016 Magazine

January/February 2016 Magazine

Setting goals for saving and investing.

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November/December 2015 Magazine

November/December 2015 Magazine

New possibilities in retirement, and the options available to you.

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September/October 2015 Magazine

September/October 2015 Magazine

Britons rely on a cash windfall to fund their retirement plans.

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July/August 2015 Magazine

July/August 2015 Magazine

Is Europe set on a path to recovery?

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May/June 2015 Magazine

May/June 2015 Magazine

It's not just about picking investments wisely, it's holding them in the most suitable place.

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March/April 2015 Magazine

March/April 2015 Magazine

Accessing your pension safely, without unnecessary costs and a potential tax bill.

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January/February 2015 Magazine

January/February 2015 Magazine

What will feature in your top New Year's resolutions?

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November/December 2014 Magazine

November/December 2014 Magazine

Is it time to set your money free?

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September/October 2014 Magazine

September/October 2014 Magazine

5 tips to help you be more confident about your financial future.

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July/August 2014 Magazine

July/August 2014 Magazine

10 ideas served up to help you maximise your pension provision.

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March/April 2014 Magazine

March/April 2014 Magazine

Pensions lifetime allowance changes on the horizon.

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Financial Guides

July/August 2017 Magazine

July/August 2017 Magazine

Currency Fluctuations - Why foreign exchange markets are in unchartered territory

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Factsheets

A Guide to Long Term Care

A Guide to Long Term Care

Supporting self-care activities and independent living in later life

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News + Media

Die poor or Plan ahead ?

Sunday July 16, 2017

Most people are quite surprised to discover just how much they are worth. How often have you heard someone say, “I’m worth more dead than alive”? Britons will pay almost £2 billion more in inheritance tax over the next five years than previously thought, official estimates have revealed. It will rise from an estimated £4.7 …

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Further reduction in Lifetime Allowance or Annual Allowance on the cards?

Monday July 10, 2017

      I wrote in March 2016 the then chancellor George Osborne may consider further reduction in the lifetime allowance (LTA) however he decided to leave this at the current level of £1m, for the time being, growing numbers of worker’s risk tax shocks because they are unknowingly on course to exceed this limit. …

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Can you read the future?

Saturday July 01, 2017

Investing is about the long game however are people getting nervous as stock markets in the US and UK bump around their all-time highs. Newspaper reports are beginning to speculate that a correction may be around the corner. The biggest danger isn’t the correction or a bear market, its being out of the market on …

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Tapering of annual allowance for high incomes – adjusted and threshold incomes

Wednesday May 31, 2017

This 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 …

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