Monthly Archives: April 2013

Will your legacy involve just leaving a large Inheritance Tax bill for your loved ones? In order to protect your family and business, it is essential to have provisions in place after you’re gone. The easiest way to prevent unnecessary tax payments such as Inheritance Tax is to organise your… Read More»

Assessing how best to achieve your goals Building an investment portfolio can be a daunting challenge. However, if you are seeking to save over the long-term, perhaps for retirement or school fees, it may be worth taking the time to assess how best to achieve your goals. Income or capital… Read More»

Millions of people are not saving enough to have the income they are likely to want in old age Up to 11 million workers will now start to be automatically enrolled into a workplace pension which commenced from October last year. Larger employers were the first, with small and medium-sized… Read More»

Cap provides long-term savers with a greater idea of future spending In his Budget speech delivered in March, the Chancellor, Mr Osborne, said this was a Budget for ‘an aspiration nation’. He explained this meant ‘helping those who want to keep their home instead of having to sell it to… Read More»

Greater opportunities for those with over £20,000 pension income The eligibility rules for flexible income drawdown from pensions were untouched by Budget 2013, which is welcome news if this is something you are considering or would like to find out more about. Flexible income drawdown is a type of income… Read More»