Resources
A selection of downloadable PDF key fact guides and useful financial advice website links
Tax Planning For Pensions
If you are a high-earner and feel you are paying more and more tax, you are not alone.
Forgotten Pensions
The extent to which pension pots are being forgotten about has been revealed in a study from Aviva.
Income At Retirement
There comes a time when you stop working for your money and put your money to work for you.
Saving For Retirement
Retirement is something most of us look forward to − particularly on a Monday morning.
Plan Your Pension Pot With This Life Expectancy Tool October 10, 2019 - Know when to retire with this Life Expectancy Tool A simple life expectancy tool is all it takes to make… ...
How Long Will I Need To Save For? October 16, 2018 - How long will your pension need to last? We are all living longer in the UK. On average, people aged… ...Investing Tax Efficiently
The way that investments are taxed has changed over recent years due to successive governments’ policy changes.
Investment Planning and Asset Allocation
Investment planning is now more of a science than an art; due to technology, ever-increasing investment opportunities and stricter regulation.
Making the Most of ISAs
When Individual Savings Accounts (ISAs) frst appeared in 1999, as a replacement for PEPs and TESSAs, they were a relatively straightforward offering.
Investing For Your Children
Most parents want to help their children financially, whether it is making sure there is enough money for their education or helping them to buy a property.
Investing In VCTS, EISS and SEISS
Governments of both hues have introduced (and closed down) a variety of schemes to encourage investment in new and small businesses.
How Long Will I Need To Save For? October 16, 2018 - How long will your pension need to last? We are all living longer in the UK. On average, people aged… ...Financial Protection
Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row.
Income Protection made simple September 25, 2017 - Income Protection made simple Income Protection is a protection product overlooked by most. It is common to consider Life insurance… ...
Life Insurance comes in many forms July 3, 2017 - Life Insurance comes in many forms Life Insurance comes in many forms and can help in different areas of every-day… ...Business Succession Planning
If you are a business owner, business succession planning and insurance is important.
Workplace Pensions
Automatic enrolment has ‘changed the UK workplace forever,’ according to the Pensions and Lifetime Savings Association.
Business Protection July 11, 2018 - Succession planning: Why is business protection required? You can often overlook business protection when you arrange your insurances. In fact,… ...Inheritance Tax
The taxman collected almost £4.9bn in inheritance tax (IHT) in 201/17, according to its latest figures. The highest since its introduction in 1986.
Living Abroad
While the thought of going abroad to work or retire may be exciting, the months prior to departure may be highly stressful.
Taxation of Property
Becoming a landlord has been an attractive proposition for anyone who could raise a deposit, thanks to a prolonged period of low borrowing costs and generally rising property values.
Estate Planning
All too often, people put off estate planning. This is understandable as it requires you to consider what will happen when your life is over.
Key Stages of Financial Planning
Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row.
Later Life Planning
The last 25 years have changed the way we live. Now we can access information instantly, share experiences with people across the world, and reap the benefits of rapid technological change.
What you need to know about Britain’s first 40-year fixed rate mortgage March 10, 2021 - What does this mean? Property buyers will soon be able to fix their mortgage for four decades, following the launch… ...
Stamp Duty Extension March 3, 2021 - With the Stamp Duty Holiday now being extended until June, there is yet more cost saving opportunity for first time… ...
Mortgage market remains unpredictable August 31, 2016 - Mortgage market remains unpredictable The mortgage market is “robust but subdued” following a period of house price uncertainty in the… ...Questions about your finances?
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