Will you use your pension freedoms to turn your pension pot into money you can use?
Under the pension freedoms rules introduced in April 2015, once you reach the age of 55, you can now take your entire pension pot as cash...
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News & Updates
- Oct 22, 2019
- 5 min
Wealth preservation - have you considered cover for you and your family finances?
It’s important to be able to keep your finances healthy as you recover from an illness or injury. Being unable to work can quickly turn...
- Oct 21, 2019
- 3 min
Wealth preservation - have you considered whole of life insurance?
Whole-of-life policies tend to offer the policyholder lifelong protection and are designed to give you a specified amount of cover for...
- Oct 21, 2019
- 4 min
Tax Matters - 2019/20 key changes you need to know
In this post we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019. Reviewing your tax...
- Oct 7, 2019
- 2 min
Retirement Resilience? - Pension changes brought a whole new range of options to consider
Unadvised retirees who are now able to dip into their pension are having to return to work to cope with juggling their finances,...
- Oct 7, 2019
- 3 min
Retirement Resilience? - Taking the reins and having more control over your pension pot
Saving for retirement is one of our greatest financial priorities, especially as life expectancy is growing and retirements are likely to...
- Sep 28, 2019
- 3 min
Wealth preservation - have you considered these 6 things to help preserve your wealth?
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible...
- Sep 18, 2019
- 3 min
Financial Resilience - Cohabiting families risking their families future?
The lifestyle of our loved ones may be seriously compromised if we die. However, very worryingly, more than 2.4 million cohabiting...
- Sep 12, 2019
- 3 min
Financial Resilience - How prepared are you for any financial shocks?
Over three million working couples are classed as 'double income, no option' (DINOs), which means they are potentially financially...
- Aug 19, 2019
- 2 min
Are you protecting what matters?
If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most...
- Aug 15, 2019
- 2 min
What is a Will Trust?
Making a Will is the first step to ensuring that your estate is shared out as you want it when you die. If you die without a Will, you...
- Aug 4, 2019
- 1 min
What is Private Medical Insurance?
Private Medical Insurance (PMI) is designed to provide cover for the costs of medical treatment without being entirely reliant on the NHS
- Jul 18, 2019
- 1 min
Could you be missing out on tax-efficient Life Insurance?
There are 1.9 million limited companies in the UK and around 78% of these employ no more than four people...
- Jul 12, 2019
- 1 min
What is gift inter vivos?
The translation from the latin inter vivos means 'between the living'... a gift made by a donor to another during lifetime ..PET
- Jul 5, 2019
- 1 min
Lasting Power of Attorney for Property and Financial Affairs - Do I need to put in place?
If you are not capable of acting in respect of your finances you will have already expressed your choice of person or people to act...
- Jul 5, 2019
- 1 min
Do you underestimate your Life Insurance needs?
Many are putting their families at potential risk should the worst ever happen. This was among the findings from price comparison website...
- Jun 7, 2019
- 1 min
Making Plans to Mitigate against Inheritance Tax - Set Up A Trust
Some people who make gifts to reduce Inheritance Tax are concerned about losing control of the money. This is where trusts can help...
- Jun 7, 2019
- 1 min
Making Plans to Mitigate against Inheritance Tax - Make a Will
One of the most important things you can do to help reduce the amount of Inheritance Tax you could be liable to pay is to write a...
- Jun 7, 2019
- 2 min
Making Plans to Mitigate against Inheritance Tax - Making Lifetime Gifts
Gifts made to an individual or to a bare trust more than seven years before you die are free of Inheritance Tax, so it might be wise...
- Jun 7, 2019
- 1 min
Making Plans to Mitigate against Inheritance Tax - Insurance Policy
If you don't want to give away your assets while you're still alive, another option is to take out life cover...
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