Is an inheritance important to your financial plan?
18th June 2019
As we make financial plans, it’s often necessary to make some assumptions. Perhaps you’ve factored in a few pay rises before retirement…
Author: Cactus
Is an inheritance important to your financial plan?
18th June 2019
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How to make sure your pension lasts a lifetime
Thousands of retirees are shunning Annuities when they reach retirement age. Instead, they’re taking advantage of the opportunity to access their pension…
Asset classes: What you need to know
21st May 2019
When you’re saving for the future, one of the key questions to answer is where you’ll place the money. Should you invest?…
Could you face a pension shortfall?
One in three middle-aged Brits is set to retire on the State Pension alone and many more face a shortfall in their…
Why it’s important to revisit your financial plan
Once you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of…
Inheritance Tax on the rise: Seven ways to mitigate the bill
When estate planning, Inheritance Tax (IHT) can be a concern. Naturally, you want to leave as much as possible to your loved…
Thinking about accessing your pension at 55? You need to consider the MPAA first
With pensions available to access and spend from the age of 55, you may decide you want to make one or more…
Longer lives and retirement plans
10th May 2019
Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want…
Could the Japanese tradition of Kanreki help with your retirement planning?
17th April 2019
What’s your approach to planning for retirement? It’s often an exciting milestone, but it may also be mixed with conflicting emotions. After…
Protecting your money from inappropriate investment products
It’s natural to want your hard-earned savings to grow as much as possible. However, as the saying goes ‘if something seems too…
