Inheritance Tax on the rise: Seven ways to mitigate the bill
21st May 2019
When estate planning, Inheritance Tax (IHT) can be a concern. Naturally, you want to leave as much as possible to your loved…
Inheritance Tax on the rise: Seven ways to mitigate the bill
21st May 2019
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…
Considering ethics in finance
Ethics are increasingly playing an important role in our day-to-day lives. You may choose to purchase fair trade groceries, use a green…
Premium Bonds: What are they and should you purchase them?
Premium Bonds have been around since 1956 but they’ve recently been in the headlines again after the technology behind the popular saving…
The cost of opting out of a Workplace Pension as minimum contributions rise
Millions of more workers are now saving into a pension thanks to auto-enrolment. The retirement saving initiative saw minimum contributions rise at…
Your guide to purchasing an Annuity
Are you thinking about purchasing an Annuity to fund your retirement lifestyle? It’s crucial to understand the product and shop around for…
Retirees have care preferences, but only a fifth plan financially
20th March 2019
The care we may need later in life isn’t something we often think about. But when prompted, most of those over the…
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