Author: admin

Retirement planning journey

What you need to consider at every life stage When you’re starting out working in your 20s, you may not be thinking about retirement in 40 years. The same goes for your 30s, 40s and even 50s. There is always something on the horizon you could be saving for besides… Read More»

Protecting family wealth

Start planning your legacy to mitigate or reduce Inheritance Tax If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with… Read More»

Pension boost

Are you claiming all of the generous tax relief you’re entitled to? The unique combination of tax breaks and flexible access available to pensions make them a compelling choice when saving for retirement. One of the key benefits of saving into a pension rather than another type of savings or… Read More»

‘It’s not what you earn, it’s what you keep’

The potential impact to your expected retirement income over time When you’re planning your retirement income, there are multiple factors to consider: how much you can expect from the State Pension, the value of the pensions you have accumulated in your working life, your projected outgoings, and your potential later… Read More»

Reappraisal of urban living

3 million people in the UK aged over 50 considering relocating The coronavirus (COVID-19) pandemic has lead to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space.