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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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 […]
Read more ›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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