Getting financial help
The coronavirus (COVID-19) pandemic has not only dealt a blow to the UK economy but many people and families have also unfortunately experienced financial hardship. According to a recent survey, [...]
Sustainability Matters
Responsible investment is a catch-all term to broadly describe funds that invest to make a positive change, either to the environment or for society. Within this umbrella term, there are four [...]
Adding value to your pension scheme
Are you looking for a simple way to improve your employees’ benefits package and save money at the same time? If so, introducing a salary exchange arrangement to your pension scheme could help [...]
Advice matters
In the current climate, we understand that you may be feeling worried about your work, your finances and what the future holds. Professional financial advice is available to help. Research [...]
Pension Freedoms
One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your State Pension the next. Today you have new pension freedoms [...]
Reduce your Inheritance Tax bill
Even those who believe they have moderate wealth levels may still need to take action to minimise Inheritance Tax (IHT), particularly if they own property and have savings and investments. [...]
Don’t miss the ISA deadline
There are many ways that you can save or invest. Individual Savings Accounts (ISAs) are an effective means of shielding your money from both Capital Gains Tax and Income Tax. To utilise your ISA [...]
What is pension consolidation and is it worthwhile?
Pension consolidation Long-Forgotten Plans Managing your pension savings effectively and efficiently from a single pot If you have worked for two or three different employers, it is possible you [...]
