The Pension Series: How to make sure you have enough money to retire
The thought of retirement can either fill you with dread or with excitement.
The Planning Series: Self-funding for care needs, planning for an unknown future
If this year has taught us anything, it’s that there is no way of knowing what the future holds.
The Planning Series: A reminder of Inheritance Tax rules
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.
The Insurance Series: The difference between life insurance and life assurance
In the third and final instalment of our Insurance Series we explore the differences between life insurance and life assurance.
The Insurance Series: Why life insurance should be in trust
In the second instalment of our Insurance Series we take a closer look at life insurance.
The Insurance Series: Why do you need insurance?
This month kicks off our three-month Insurance Series where we explore certain types of long-term insurance policies.
The Pension Series: Lifetime allowance pension advice
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.
The Planning Series: There’s time to get the most out of this year’s tax allowances
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.
Why Brexit shouldn’t stop you from making life financial decisions
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.
Save or invest: what should you choose?
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?
Pensions: what they are, why you need one and what’s available
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.
Mortgages: knowing which one is right for you
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?