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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.

Tracing a lost pension

Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject[1]. The Pensions Policy Institute surveyed firms representing about 50% of the private defined contribution pensions market[2]. From this the Pensions Policy Institute found 800,000 lost pensions worth an estimated

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Freetirees

Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over 55s, allowing millions to draw income from their pensions flexibly. Pension freedoms offer the opportunity to transition into retirement by continuing to work with reduced hours beyond traditional retirement age. This emerging trend enables you to

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New tax year

The key changes you need to know You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April and in general taxpayers will have more money in their pocket after increases to allowances came into force, but there are a few

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Retirement matters

Freedoms to gain accessing your pension pot Changes to pension rules introduced in 2015 mean you’ve now greater access to your pension. It might seem like a far off prospect but knowing how you can access your pension pot can help you understand how best to build for the future you want. Under government rules

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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.

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