ISA Returns of the Year: Taking control over where your money is invested tax-efficiently
Turbocharge your pension: Will you be able to afford the retirement lifestyle you want?
New State Pension Age - How will it affect your retirement plans?
Currency Fluctuations - Why foreign exchange markets are in unchartered territory
Road To Brexit - Biggest investment planning challenge over the coming years for all investors
Don’t miss the ISA Deadline - Time to take control over where your money is invested tax-efficiently
Investment Outlook: Taking advantage of opportunities in 2017
How professional financial advice can prove invaluable.
How the lifetime allowance reduction could impact on your retirement savings.
Getting your pension in shape to enjoy the kind of lifestyle you want in later life.
New possibilities in retirement, and the options available to you.
Sunday July 16, 2017Most 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 …
Monday July 10, 2017I 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. …
Saturday July 01, 2017Investing 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 …
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 …
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