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The Pension Series: How to make sure you have enough money to retire

5th October, 2020

The thought of retirement can either fill you with dread or with excitement. Some can’t wait to quit the rat race and enjoy a quieter life, while others can’t imagine not working in some way. Whichever category you fall into, having enough money to retire on is something on all…

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The Planning Series: Self-funding for care needs, planning for an unknown future

5th September, 2020

If this year has taught us anything, it’s that there is no way of knowing what the future holds. While this can be frightening for many, planning for an unknown future and considering self-funding for potential care needs need not be complex or stressful. The final instalment in our Planning…

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The Planning Series: A reminder of Inheritance Tax rules

5th August, 2020

Inheritance Tax rules are perhaps one of the more frustrating taxation elements for most of us. There are plenty of reasons why, and almost as many ways to reduce your Inheritance Tax burden. In this month’s Planning Series article we offer a reminder of what the Inheritance Tax rules are.…

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The Pension Series: Balancing a UK pension and living abroad

5th July, 2020

In the second instalment of our Pension Series we take a look at successfully balancing a UK pension and living abroad. What are your options? How do you go about paying into or drawing down your pension? When do you consider transferring it? Just because you live abroad does not…

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The Insurance Series: The difference between life insurance and life assurance

24th June, 2020

Life assurance or life insurance? What’s the difference and which is the one for you? Plutus Wealth’s independent financial advisers explain the differences

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The Insurance Series: Why life insurance should be in trust

3rd April, 2020

In the second instalment of our Insurance Series we take a closer look at life insurance. It can be an extraordinary gift to your loved ones at a particularly difficult time. But with so many available options on the market, it’s often difficult to know what is best for your…

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The Insurance Series: Why do you need insurance?

1st April, 2020

This month kicks off our three-month Insurance Series where we explore certain types of long-term insurance policies. Over the next three months we will delve into more detail on life insurance and its various guises. Most of us will have some sort of insurance cover in our lifetime – most…

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The Pension Series: Lifetime allowance pension advice

6th March, 2020

In the first blog in our Pension Series we would like to cover something that has become an important topic of conversation recently: the pension lifetime allowance. Contrary to popular belief, it is not something that only the super wealthy need to worry about. As you go through your working…

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The Planning Series: There’s time to get the most out of this year’s tax allowances

6th February, 2020

With only a couple of months to go in this financial year, it’s a good time to take action to maximise your tax allowances for the year. It doesn’t matter whether you’re in the lower or higher rate tax band, a business owner or an employee, married or single –…

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