News

Longer lives and retirement plans

Posted on May 10, 2019 by Peter under: News Retirement

Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want to retire, how...

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Asset classes: What you need to know

Posted on May 10, 2019 by Peter under: News

When you’re saving for the future, one of the key questions to answer is where you’ll place the money. Should you invest? If you do,...

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Why it’s important to revisit your financial plan

Posted on May 10, 2019 by Peter under: News

Once you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of the progress you’re...

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Inheritance Tax on the rise: Seven ways to mitigate the bill

Posted on May 10, 2019 by Peter under: Inheritance Tax News

When estate planning, Inheritance Tax (IHT) can be a concern. Naturally, you want to leave as much as possible to your loved ones and ensure...

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Weighing up the pros and cons of different Pension Freedom options

Posted on May 10, 2019 by Peter under: News Pensions

Retirees are increasingly concerned about their money running out. With more responsibility placed in the hands of the individual around how, when and how much...

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Thinking about accessing your pension at 55? You need to consider the MPAA first

Posted on May 10, 2019 by Peter under: News Pensions

With pensions available to access and spend from the age of 55, you may decide you want to make one or more withdrawals before you...

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Is your income protected until retirement?

Posted on April 12, 2019 by Peter under: News

As part of the financial planning process, you may have considered ways to safeguard your income and lifestyle from unexpected events. In some cases, this...

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Could the Japanese tradition of Kanreki help with your retirement planning?

Posted on April 12, 2019 by Peter under: News Retirement

What’s your approach to planning for retirement? It’s often an exciting milestone, but it may also be mixed with conflicting emotions. After all, it’s likely...

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Protecting your money from inappropriate investment products

Posted on April 12, 2019 by Peter under: News

It’s natural to want your hard-earned savings to grow as much as possible. However, as the saying goes ‘if something seems too good to be...

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Considering ethics in finance

Posted on April 12, 2019 by Peter under: News Pensions

Ethics are increasingly playing an important role in our day-to-day lives. You may choose to purchase fair trade groceries, use a green energy supplier or...

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