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News, views and advice on the Plutus blog

Each month we bring you news and information from the financial world through the Plutus blog. This includes guidance and advice on financial issues and tax planning through our Planning Series. It considers pensions and retirement plans through our Pension Series. It brings you the latest on insurance matters through our Insurance Series. Finally, it includes ad hoc advice and information on topics that we know will be of interest to our clients. Hear about it here first, then get in touch to discuss if you have any questions or would like to know more.

Plutus Insights

One year on: The impact of the pandemic on our finances

March 2021

A year ago the world changed in ways that most of us could have never imagined. We watched as life as we knew it shifted dramatically.

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The Planning Series: Make the most of your tax allowances

February 2021

With the end of the tax year fast approaching, now is the time to review where you are financially and what more you can do to maximise your tax allocation.

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New Year’s Financial Resolutions: How to set goals and stick to them

January 2021

With 2020 firmly behind us and a brighter outlook for 2021, we are working with our clients to set some financial resolutions for the year and stick to them. Here are our top 6 tips to get your year off to a good start, too.

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An annual review of your financial affairs

December 2020

The end of the year is usually when we take stock of how things have gone and whether we met the goals we set ourselves last January. It gives us a chance to start the new year afresh and set ourselves some new objectives.

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The Planning Series: Estate planning when you don’t have children

November 2020

Estate planning is just as important if you don’t have children. Our Plutus Wealth team explains why and what you can do to plan ahead.

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

October 2020

The thought of retirement can either fill you with dread or with excitement.

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

September 2020

If this year has taught us anything, it’s that there is no way of knowing what the future holds.

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The Planning Series: A reminder of Inheritance Tax rules

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.

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

June 2020

In the third and final instalment of our Insurance Series we explore the differences between life insurance and life assurance.

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The Insurance Series: Why life insurance should be in trust

April 2020

In the second instalment of our Insurance Series we take a closer look at life insurance.

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The Insurance Series: Why do you need insurance?

April 2020

This month kicks off our three-month Insurance Series where we explore certain types of long-term insurance policies.

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The Pension Series: Lifetime allowance pension advice

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.

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