Blog

15 Jun 2011

UK suffering from chronic lack of preparation for retirement

worrying and widespread inertia when it comes to preparing adequately for retirement.

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28 Apr 2011

Have you made a will?

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28 Apr 2011

How to help your children with University costs

With students facing an estimated £50,000 bill for a three-year degree from next year, parents are considering ways to help their children with university costs

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20 Apr 2011

Optimising the return-risk trade-off

The risk-return trade-off is a concept that every investor should be familiar with. Stated simply, it means that to gain a higher potential return on an investment, you have to accept more risk.

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06 Apr 2011

Could your life cover be more tax efficient?

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18 Feb 2011

Consider ALL your Retirement Options

The last 20 years have seen significant changes to the options available for those retiring and taking benefits from pension schemes. Typical levels of annuity income can be 40% of 1990 levels whilst at the same time life expectancy has improved by an average of 8 years for males aged 65.

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10 Feb 2011

10 Questions to ask a Financial Adviser

What should you ask your new financial adviser? A list of 10 helpful questions.

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30 Jan 2011

Paying Education or Care fees tax effectively.

Any client who is paying any money toward educational costs (for their child or their spouse’s child) or for care fees (for any relative) could be better off exploring a trust option to make the payment, as once earmarked under a trust they will take the money outside of their own Estate for IHT purposes.

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21 Jan 2011

Flexible Pensions

One of the most welcome changes in the new Pensions legislation was the introduction of Flexible Drawdown.

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17 Jan 2011

Looking forward to your 100th Birthday?

New figures from the Department of Work and Pensions (DWP) show that over two million people who are already over age 50 will reach their 100th birthdays.

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