Keep up to date with the latest news...
You can refine your search to find exactly what you need.
Inheritance Tax Minimising the impact of on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs receipts compared to the previous year. IHT is a tax payable when you die. Whether your beneficiaries have to pay it, and how much they’ll pay, is based on […]keep reading
Pension Lifetime Allowance Do you need to take action to avoid risking additional tax charges in retirement? When it comes to your pension, you might assume that the more that you can save into it, the better. But that’s not always the case. Once your pension savings reach a certain level, you may need to […]keep reading
Helping you achieve your financial goals The key steps toward financial security are to translate them into your own terms. What, exactly, are your personal financial goals? If you have trouble sorting them out, try classifying them as either wants or needs. Go a step further and add short-term, medium-term and long-term to the descriptions. […]keep reading
Retirement planning journey What you need to consider at every life stage When you’re starting out working in your 20s, you may not be thinking about retirement in 40 years. The same goes for your 30s, 40s and even 50s. There is always something on the horizon you could be saving for besides your retirement. […]keep reading
Unlocking Property Wealth Plan for the worst, hope for the best With the rapid changes that have swept the world over the last year resulting from the coronavirus pandemic, some people aged over 50 are facing a different retirement than they may have been expecting. Some have less savings than they imagined, some have had […]keep reading
Generation Xers Chronically Under-Saving 57% face financial difficulty in retirement years According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the UK face financial difficulty in retirement, with one in three expected to face significant disadvantages.. Many 40-55-year-olds are reluctant to invest because they […]keep reading
Inflation beaters How to ensure your money is protected from rising inflation With current interest rates on cash savings very low, it is difficult to achieve growth above the rate of inflation. And if the cost of living is rising faster than your savings are growing, you’re effectively losing money. With cash savings, a penny […]keep reading
ISA deadline 5 April 2021: use it or lose it Make the most of the tax breaks before it’s too late If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your money even at a rate […]keep reading