Category: News

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 save for is retirement. We work hard to enjoy our current lifestyle but are we doing enough to ensure that we can continue to enjoy it in our retirement? Many of us live for today,

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Dreaming of escaping a working life for retirement?

Getting your date right will help your plans stay on target Some people will have set their retirement date when they were in their 20s or 30s and a great deal will have changed since then, including their state pension age and perhaps their career plans. It may seem like a finger in the air

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Pension freedoms

Over one million UK savers embrace relaxation of rules The Government’s announcement on the relaxation of pension rules changed the investment landscape and pension freedoms show no sign of losing their popularity. HM Revenue & Customs latest figures[1] on the flexible withdrawals from pensions shows that the number of savers who have embraced their freedoms

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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 priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you. Growing your wealth is not

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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 good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. When someone dies Inheritance Tax a tax charged on their estate above a

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