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How using a trust could save UK families £300 million each year

Back in 2017, more than 35,000 term life insurance policies paid out an average of more than £78,000. Nearly every claim was paid (98%) and tens of thousands of families/beneficiaries were supported following an unexpected bereavement, to the tune of £2.79 billion. However, HM Revenue and Customs figures from the same tax year (2016/17) show

Silver start-ups: 6 reasons to embrace your entrepreneurial spirit in retirement

When you picture your retirement, what do you imagine? For some, it may be relaxing on holiday or spending more time with loved ones. But more retirees are choosing this time to launch a business. Whilst retirement may have once been exclusively been associated with putting your feet up and unwinding. Today, it’s a milestone

Switching investments from growth to income

Do you want your investments to grow or deliver an income? Defining the goal of your investment portfolio can help you build a strategy that’s right for you. For many investors, their investment goals start with focusing on growth with a long-term view of aspirations that are some years away. You may have started investing

How to save for retirement if you’re self-employed

Being self-employed comes with many perks, but it will mean you need to take more responsibility for your income and financial security too. From managing incoming work through to submitting tax returns, there are extra tasks you’ll be faced with. One of them is organising your pension. Most people traditionally employed will now benefit from

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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