Monthly Archives: February 2017

Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research.

What you have and what you want to happen to it Everyone should have a Will, but it is even more important if you have children, you own property, you have savings, investments or insurance policies, or you own a business.

Time to take control over where your money is invested tax-efficiently Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2016/17 is £15,240, rising to £20,000 in 2017/18. Anyone wishing to utilise their allowance should do so before the deadline at midnight… Read More»

Turbulence in the economy has left many feeling confused The UK’s decision to leave the EU has left over two million[1] people planning to change their retirement plans.

Cost of essentials is the most common perceived threat to over-55s While the rising cost of essentials is the most common perceived threat to over-55s’ standard of living over the next five years, concerns over falling returns on savings have risen to the highest point in almost three years, Aviva’s… Read More»