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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

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

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.

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Why Brexit shouldn’t stop you from making life financial decisions

January 2020

It’s a new year, the beginning of another decade – a fresh start. Christmas is over, the turkey long since devoured, the presents opened and perhaps already forgotten about.

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Save or invest: what should you choose?

December 2019

Do media stories about interest rates and market volatility put you off from thinking about money other than to make sure you can make ends meet?

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Pensions: what they are, why you need one and what’s available

November 2019

We recently talked about pensions for the self-employed, the difficulties associated with setting money aside for sole traders and how the government is trying to help change this.

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Mortgages: knowing which one is right for you

October 2019

Are you thinking of buying a new home or re-mortgaging? Are you bamboozled by the number and type of mortgages that are available and can’t figure out where to start?

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