Nearing retirement – bite sized info videos In our second batch of videos uploaded to our YouTube page, a number of topics for those nearing retirement are covered. If you have any questions on …
New bite sized videos on pensions
Pension Videos – We have a series of bite sized videos, covering a range of pensions topics that are all listed below. Simply click on the link and it will take you through …
Estate Administration
Estate Administration Estate Administration – In addition to providing our clients with a high level of independent financial advice, we also have a network of excellent experienced legal professionals who specialise in areas …
Research shows that the cost of living for pensioners is expected to soar by nearly 150% by 2050
Cost of living for pensioners is expected to soar by nearly 150% by 2050 Research from Royal London shows that the current average monthly expenditure of a retired person, who is not reliant …
Pension scammers – Are you at risk?
Pension scammers – Are you at risk? With the financial news often focussing on pensions and changes to government legislations, it’s easy to see how confusing it can be for some to …
Make the most of your ISA allowance
ISA allowance: The overall ISA savings limit is £15,240 for 2015/16 and will remain at this figure for 2016/17. You have two weeks to make the most of the allowance before the new …
Tax on the sweet stuff but no reforms to pensions
Tax on the sweet stuff but no reforms to pensions And so another budget announcement was presented to us yesterday by the Chancellor George Osborne, and as indicated in the media over the …
Worst ISA season on record
Recent reports on ISA’s and savings accounts are highlighting that the interest rates currently available on Cash ISA’s are producing the worst ever returns for investors. Some ISA’s are rewarding customers with …
How can an Independent Financial Advisor add value to your Auto Enrolment process?
This year alone, more businesses are due to stage than in the whole period since Auto Enrolment (AE) was first introduced. The numbers are so high that commentators believe this year’s results …
Changes to the lifetime tax allowance
The Lifetime Tax Allowance limit (LTA) is a ceiling or limit on the amount of pension benefit that can receive beneficial tax treatment at retirement. As this limit has reduced over recent years, …
Spring 2016 Newsletter – tax planning ahead of the Spring Budget
Spring 2016 Newsletter – tax planning ahead of the Spring Budget Despite the freezing cold, it can’t be denied that there’s a springy feel in the air. Evenings are getting longer and …
The benefits of pound cost averaging in a volatile or depressed market
Market-timing is one of the biggest challenges that face investors. The constant jumping in and out of various markets means they have to be continuously on the ball and monitor situations with …
