All Office Opening Hours
Mon - Fri: 9am - 5pm
News
-
Wealth Knowledge – October 2018
- 5th October 2018
- Posted by: shayne
- Category: Wealth Knowledge
No Comments10 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.
-
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
-
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?
-
Wealth Knowledge – September 2018
- 5th September 2018
- Posted by: shayne
- Category: Wealth Knowledge
MPs call for the Lifetime ISA to be abolished MPs have rounded on the Lifetime ISA (LISA), calling for the savings product to be withdrawn less than 18 months after it was introduced. The LISA was introduced in April 2017, and encourages people aged 18 to 40 to open an account to either save towards
-
Preparing to invest
- 5th September 2018
- Posted by: shayne
- Category: Investment
Preparing to invest What to think about before you start investing. After a decade of low interest rates, many savers have been looking beyond their bank accounts to make their money go a little further. As appealing as higher returns may seem, investing requires more involvement than putting your money safely away and waiting for
-
Flexible pensions: SIPPs and SSAS
- 5th September 2018
- Posted by: shayne
- Category: Pension
Flexible pensions: SIPPs and SSAS A guide to two options for flexible pension saving. As a self-employed business owner or sole trader, it can be hard to make a habit of pension saving. Without the convenience of being auto-enrolled in a workplace pension scheme, you don’t have employer contributions and you’ll need to decide for
-
Wealth Knowledge August 2018
- 2nd August 2018
- Posted by: shayne
- Category: Wealth Knowledge
Cashing-in pension pot could cost savers Savers could be losing out on retirement income by withdrawing cash from their pension pots, a regulator has warned. A report by the Financial Conduct Authority (FCA) found that some customers in drawdown could receive 37% more retirement income every year by investing in a mix of assets rather
-
Collective investment schemes
- 2nd August 2018
- Posted by: shayne
- Category: Investment
Collective investment schemes Unit trusts and OEICs in focus. Collective investment schemes, such as unit trusts and open-ended investment companies (OEICs), are shared funds in which a fund manager pools capital and invests into assets including stocks, bonds and property. Both OEICs and unit trusts are also known as open-ended funds as there is no
-
Funding your child’s higher education
- 2nd August 2018
- Posted by: shayne
- Category: Financial Planning
Funding your child’s higher education Preparing for the costs of university in the long and short term. In July 2017, the Institute for Fiscal Studies estimated that the average student in England will graduate with a debt of £50,000 – an overwhelming figure for the many parents who want to see their children through university.
-
Wealth Knowledge – July 2018
- 2nd July 2018
- Posted by: shayne
- Category: Wealth Knowledge
One in three underestimate wait for inheritance More than a third of people underestimate the time it might take to receive their inheritance, according to research from Co-op Legal Services. In a survey of 2,000 UK adults, 37% said they expect to wait between four and six months to receive their inheritance following the death