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Wealth Knowledge – December 2018
- 6th December 2018
- Posted by: shayne
- Category: Wealth Knowledge
No CommentsA quarter of over-55s unaware of pension tax More than a quarter of people approaching retirement are unaware of the tax charge they will face if they withdraw their pension savings as cash. According to a survey of more than 2,000 over-55s by Legal & General, 27% believe they can access their pension pot tax-free,
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Setting Up A Trust
- 5th December 2018
- Posted by: shayne
- Category: Trusts
Setting up a trust Managing your assets for the benefit of others. Estate planning is a complicated process, and can seem a morbid task, so it’s tempting to put it off or avoid it altogether. But with probate fees set to rise for many estates, it’s ever more important to think carefully about how your
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Investing in Property
- 4th December 2018
- Posted by: shayne
- Category: Investment
Investing in Property A guide to starting as a buy-to-let investor. Investing in property is usually about as close as it comes to a safe bet. The value of your asset tends to increase the longer you hold onto it, while the short and medium-term yields from rental income can cover the mortgage. For years,
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Wealth Knowledge – November 2018
- 2nd November 2018
- Posted by: shayne
- Category: Wealth Knowledge
Auto-enrolment contributions fall 5.5% in five years The average amount saved by employees in workplace pensions slumped 5.5% in the five years following the introduction of auto-enrolment. Figures from the Office for National Statistics (ONS) show the typical employee/employer contribution fell from a high of 9.7% in 2012 to just 3.4% in 2017. This is
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Fixed-interest investments
- 2nd November 2018
- Posted by: shayne
- Category: Investment
Fixed-interest investments Alternative options for investing with less risk. When you look for an investment opportunity, you want something that will earn the best possible returns with the lowest possible amount of risk. The no-risk investment is a pipe dream – no such product can ever exist, and the value of any investment can rise
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Pensions for business owners
- 2nd November 2018
- Posted by: shayne
- Category: Pension
Pensions for business owners How to save for retirement while running a business. When you’re juggling the many day-to-day responsibilities of running a business, planning for your retirement might well slip down your list of priorities. Recent data from the Office for National Statistics shows that self-employed individuals contributed £4,490 on average to personal pensions
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2018 Budget Report
- 1st November 2018
- Posted by: shayne
- Category: Autumn Statement
Is Austerity Finally Coming to an End? Going into Budget 2018, between leaks and political instability, few expected Chancellor Philip Hammond would have surprises left to spring. How wrong we were. Download our full report here.
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Wealth Knowledge – October 2018
- 5th October 2018
- Posted by: shayne
- Category: Wealth Knowledge
10 million savers use state pension forecast More than 10 million savers have used the Government’s state pension forecast facility, following its launch in 2016. The online Check Your State Pension service enables retirement savers to find out how much they could get from the state pension, and when they are due to receive it.
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Planning your estate
- 5th October 2018
- Posted by: shayne
- Category: Estate Planning
Planning your estate Will writing, estate executors and inheritance tax planning. Most people don’t like to think about their own mortality, even though taking charge of planning your estate can ultimately provide peace of mind for you and your loved ones. The whole purpose of planning your estate, however morbid it may seem, is to
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Financial planning for business owners
- 5th October 2018
- Posted by: shayne
- Category: Business, Financial Planning
Financial planning for business owners Achieving your personal goals and looking after your business. You want to do right by the business you’ve built, and by your employees, but you also have to look out for yourself. After all, what’s the point in working so hard if you and your family don’t see the benefits?