Balancing investment risk and reward: What should you consider?
11th November 2020
We know that investments come with risk and the value of your investments can fall. With risk linked to potential rewards, it…
Author: Cactus
Balancing investment risk and reward: What should you consider?
11th November 2020
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Talk Money Week: The benefit of family financial planning
Each November, Talk Money Week takes place. It aims to get the nation talking about managing money, from discussing pocket money with…
Underestimating the amount you need in retirement: How a mid-life check can help
Do you know how much you need to save into your pension for the retirement you want? Millions of pension savers are…
Are you taking an unsustainable amount from your pension?
If you’re choosing to access your pension flexibly, one of the risks is that you could take too much from your pension…
Accessing a Child Trust Fund: What are the options?
21st October 2020
Last month, the first children to benefit from Child Trust Funds were able to access them. So, what are they and if…
Financial planning week: 10 steps to take before New Year
This month marked financial planning week, which aims to showcase the benefits of financial planning, from the financial gains to improved wellbeing….
How a will can help you reduce Inheritance Tax
October is Free Wills Month, an initiative solicitors can be part of that offers free will writing expertise to over 55s to…
5 steps the self-employed should take to prepare for retirement
More people are becoming self-employed and it’s a step that’s been linked to improved wellbeing. But it can mean your financial security…
Should you take a tax-free lump sum from your pension?
Your 55th birthday, rising to 57 in 2028, often marks being able to access your pension for the first time. The opportunity…
Pension age rises to 57: What does it mean?
From 2028, you won’t be able to access your Personal Pension until the age of 57. The government’s decision could affect your…
