Monthly Archives: July 2017

Pension time bomb

Planning to prevent the financial equivalent of climate change Millions of workers across the UK could be heading for a significant shortfall in the amount of pension they need for an adequate income. The World Economic Forum (WEF) has issued a warning that calls on the Government to impose faster… Read More»

Funding future care costs

‘The tragedy of old age is not that one is old, but that one is young’ With the UK’s population ageing, more people will be living with long-term care needs. Oscar Wilde once said: ‘The tragedy of old age is not that one is old, but that one is young.’… Read More»

Election 2017

Why investors need to keep focused on long-term financial goals Prime Minister Theresa May’s announcement that she would call a snap UK general election on 8 June 2017 surprised many people. After weeks of campaigning, there was no outright winner, with both the Conservatives and the Labour Party failing to… Read More»

Inheritance Tax rule changes

Effective estate planning can safeguard your wealth for future generations If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make sure you protect as much of your wealth as possible… Read More»

Retirement choices

How much time do you spend planning for retirement? The 2015 pension freedoms gave us greater flexibility over our retirement options, but the reforms have also made retirement choices much more complex. This means we need to start thinking about our retirement earlier. However, half (50%) of respondents aged 45–54… Read More»