Articles of interest

Retirement longevity
Retirement longevity Your destiny is now in your own hands If you are in your 50s or 60s, your thoughts are probably turning towards retirement.

Healthy, wealthy and well advised
Healthy, wealthy and well advised Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities

What’s your magic number?
What’s your magic number? Your five-year plan to a comfortable retirement Retiring is a huge life event. And the very concept of retirement is changing

Making plans for your retirement
Making plans for your retirement Tailored to match your particular needs and aspirations One of the most important stages in life which everybody has to

Inheritance Tax
Inheritance Tax No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the

Wealth creation
Wealth creation Spreading risk by accessing different types of assets Investing for the long-term means persisting through market swings. History shows that when people invest

Why do you want to invest?
Why do you want to invest? Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky

Building a diverse portfolio
Building a diverse portfolio Time, patience and making informed decisions – making sense of today’s market headwinds and building a diverse portfolio should be key

Freetirees – Pension freedoms usher in a new generation
Freetirees – Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over 55s, allowing millions to

Retirement options
Retirement options Greater responsibility on individuals to plan for financial security in old age Deciding what to do with your pension pot is one of

Wealth protection
Wealth protection Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you

Safeguarding your wealth for future generations
Safeguarding your wealth for future generations Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number