Cash may not be King: Pension savers risk a significant tax bill
Protecting your Estate for Future Generations: Many individuals find the Inheritance Tax rules too complicated.
Market Matters: Don’t let current global uncertainties affect your financial planning.
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.
Monday April 30, 2018Traditionally when retiring an annuity was purchased providing income throughout life providing longevity protection with over 700,000 pension holders accessing their pots, 17% of which have purchased some form of an annuity, not that surprising I hear you say. However, annuities purchased from existing providers (clients not using open market option) are still hovering around …
Monday April 30, 2018There has been much discussion within the financial advice sector on the term “insistent client” ever more so with regards to Defined Benefits transfers and how this should be approached. Let me nail my colours to the mast from the outset. There is no place for “Insistent client” within the Financial Planning Profession for the …
Monday March 19, 2018Don’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …
Monday March 19, 2018I read with interest the rise in individuals managing their pension pots has increased from 5% to 30% since pension freedoms in 2015. Should there be concerns or is this just down to the general public’s view on financial planning, we read almost every other day that self-managing pensions are the best option, why pay …
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