Concerned about the financial aspects of retirement planning? With all the talk and concern about dwindling retirement funds and our shaky economy, many retirees and soon-to-be-retired boomers are concerned about the […]

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Taking a long-term view to wealth creation Stock markets can be unpredictable. They move frequently – and sometimes sharply – in both directions. It is important to take a long-term […]

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What could the new system mean to you? From April this year, the notional 10% tax credit on dividends is to be abolished and will be replaced by a new […]

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Finding the right mix of tax-efficient investments We all have our own financial goals, so it’s important to find an approach that suits our current financial situations and future plans […]

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Pension changes you need to know Chancellor George Osborne delivered his Spending Review and Autumn Statement on Wednesday 25 November 2015. For the first time in this Parliament, he did […]

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Open-handed Grandparents Generosity shows no sign of stopping Forget the headlines about post–pension freedoms with retirees spending their nest egg on a Lamborghini – new research shows that 2.4 million […]

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New Year’s resolutions Setting goals for saving and investing Have you made your New Year’s resolutions? Considering that the most common topics are health and finances, there’s a pretty good […]

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Reducing the taxman’s take To minimise the tax you pay, it’s important to be fully aware of the choices you can make before you make them, so planning ahead and […]

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Income protection Research highlights existing gap between awareness and prioritisation Having a clear understanding of your protection requirements and the importance of getting the right professional financial advice as you […]

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New tapered annual allowance for high earners The pension tax relief system is about to be reinvented. The Government announced in the Summer 2015 Budget their intention to cut pensions […]

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