The value of pensions and investments can fall as well as rise, you may get back less than you invested.
The FCA do not regulate will writing and inheritance tax planning.
Have you utilised all your year-end tax planning deadline opportunities?
As we near the 2017/18 tax year end on 5 April, if appropriate to your particular situation, we’ve provided some tax planning tips to help you maximise the use of your various tax allowances and minimise the tax you pay.
Continue reading “Tips to minimise the tax you pay”
Reducing Inheritance Tax means taking action now
Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your death.
Continue reading “Wealth preservation”
Creating and maintaining the right investment strategy
Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth.
Continue reading “Financial freedom”
Pensioners embracing the benefits of retirement and new-found time
As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing properly for anything new requires planning and commitment. Spending time on planning now will ensure you enjoy the retirement you’ve worked hard to achieve.
Continue reading “New lease of life”
Don’t let current global uncertainties affect your financial planning
It’s important not to let current global uncertainties affect your financial planning for the years ahead. People who stop their investment planning, particularly during market downturns, often miss out on opportunities to invest at lower prices.
Continue reading “Market matters”
Healthier lifestyles and feeling happier about financial planning for retirement
An increasing number of middle-aged Britons are getting healthier as they exercise more and eat better than they did when they were younger. Over-40s are turning to healthier lifestyles, with more than half rating themselves as more health-conscious than they were in their mid-20s, according to new research.
Continue reading “Why being over 40 is the new mid-20s”
Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest
An estimated £1.2bn is lost to investment scams each year, with share sales, wine investments, land banking and carbon credits commonly used by fraudsters to target potential investors.
Continue reading “Beware of the scammers”
Time to track and celebrate your wealth goals?
With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to recent research.
Continue reading “Financial Fitness”
Steps you could take to increase your eventual income
Even if retirement isn’t far away, there are steps you could take to increase your eventual retirement income. This applies both to your State Pension entitlement as well as to any personal or workplace pension pots.
Continue reading “How to make the most of your retirement”
Don’t believe the hype
Digital or crypto currencies such as Bitcoin, Ethereum and Ripple have been causing a financial frenzy over the past months. Bitcoin is the oldest and most well-known crypto currency created in 2009 by an unknown person using the alias Satoshi Nakamoto.
Continue reading “Crypto currencies”