Articles of interest

Tax relief and pensions
Tax relief and pensions Annual and lifetime limits When it comes to managing money, one of the things some people find most difficult to understand

Inheritance Tax
Inheritance Tax Reducing the amount of money beneficiaries have to pay IHT is usually payable on death. When a person dies, their assets form their

2018/19 tax changes
2018/19 tax changes New initiatives you need to know Here’s what you need to know about the 2018/19 tax year changes and new initiatives. Personal

Is inflation back? Don’t panic!
Is inflation back? Don’t panic! How to protect the value of your money from its effects The BOE forecasts that consumer price inflation will remain

Your money, your choice
Your money, your choice Supporting your future financial requirements Building up a substantial pension pot The term ‘private pension’ covers both workplace pensions and personal

Make it a date
Make it a date Keeping your target retirement plans on track Over half (56%) don’t have a clear idea when they want to retire, and

Market matters
Market matters Don’t let current global uncertainties affect your financial planning It’s important to stick to your strategy and keep moving ahead consistently by spreading

How to make the most of your retirement
How to make the most of your retirement Steps you could take to increase your eventual income We’ve provided some areas to consider that you

Financial freedom
Financial freedom Creating and maintaining the right investment strategy There are always going to be bumps in the road on every journey, which is why

Why being over 40 is the new mid-20s
Why being over 40 is the new mid-20s Why being over 40 is the new mid-20s Healthier lifestyles and feeling happier about financial planning for

Wealth preservation
Wealth preservation Wealth preservation Reducing Inheritance Tax means taking action now A recent survey about Inheritance Tax (IHT)[1] shows that wealthy Britons over the age

New lease of life
New lease of life Pensioners embracing the benefits of retirement and new-found time According to new research[1], retirement has meant a new lease of life