News

We like to keep our clients up to date on financial news, providing thought-provoking articles as well as useful hints and tips for managing your finances. If you would like to receive our articles directly to your inbox, please complete the form below to receive our bi-monthly newsletter.

4 annuity myths that could mean you’re missing out on security in retirement

Annuities could provide you with income security in retirement. Despite this being a common goal among many thinking about their future, misconceptions may mean retirees are overlooking annuities. According to a Standard Life study, almost half of over-50s who are aware of annuities say they don’t know how they work. Read on to discover why

5 practical steps you could take this year if you want to retire in 2024

Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement. It’s also a life event that you may feel nervous about. Spending some time preparing for the next chapter of your life could mean you feel more confident about stepping away from work. If you’re

The guide to using equity release to unlock property wealth later in life

Your home may be one of the largest assets you have. With property wealth often inaccessible, you may be considering using equity release to unlock some of the money tied up in your home. According to the Equity Release Council, the average new customer unlocking property wealth releases almost £60,000. So, using equity release could

Guide: 7 useful questions if you plan to take a flexible income from your pension

When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown. A flexible income puts you in control and means you can adjust how much you withdraw from your pension if you need to. However,

Newer 1 2 … 23 24 25 … 74 75 Older

The content of the articles featured on this website is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them

For some investors, particularly higher-rate taxpayers, Venture Capital Trusts (VCTs) could offer an attractive and tax-efficient investment prospect. Read on to discover the basics you need to know if you’re thinking about making VCTs part of your financial plan. VCTs are listed companies that invest in UK businesses. These are typically smaller and younger firms

Pension v Lifetime ISA: What’s the best way to save for your retirement?

When you start searching for the best ways to build a retirement fund, private pensions might be the first option that comes to mind. However, they’re not the only way you can prepare for your life after work. An alternative is the Lifetime ISA (LISA) – a government-backed savings account. While you might assume you

How financial planning could give you the confidence to spend more

The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and been encouraged to save your spare coins. As you get older, this extends into saving for university, saving up for a house, saving for retirement, and so on. But what