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 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 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? 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 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 The introduction of pension freedoms has been a huge enabler for over 55s, allowing millions to

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 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 Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number

Retirement income Plan to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’

Pension freedoms Fundamental change in the approach to retirement savings A revolution in pensions transformed the retirement prospects for millions following the passing of the

Can you afford to retire? Making the most of the next chapter in life Pensions can seem complicated, but the basic idea is a simple