September 2020

Pensions Freedom in 2020


With choice comes responsibility! The introduction of ‘pensions freedom’ in 2016 provided pension holders with greater choice over how to draw pension, in particular from pensions which build a ‘pension pot’ for retirement.  The good news is that [...]

Pensions Freedom in 20202020-10-02T10:09:26+01:00

May 2020

Mortgage Decisions


Mortgages are things you can love and hate Mortgages can help you buy the home of your dreams, but they can devilishly eat into your income over your lifetime – income which you could have spent on your family, [...]

Mortgage Decisions2020-05-29T14:12:30+01:00

Pension Decisions


Now is not the time to make quick decisions about your pension! Making a decision about your pension isn’t something to rush. In this short blog I’ll help you understand the different types of pensions, different options for drawing [...]

Pension Decisions2020-05-19T14:28:10+01:00

March 2020

Preserving your legacy


PRESERVING YOUR LEGACY How to keep your wealth in the family Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a [...]

Preserving your legacy2020-03-09T18:53:09+00:00

Portfolio Diversification


DON’T PUT ALL YOUR EGGS IN ONE BASKET Portfolio diversification is the foundational concept of investing. It’s a risk management strategy of combining a variety of assets to reduce the overall risk of an investment portfolio Traditional [...]

Portfolio Diversification2020-03-09T14:06:52+00:00

Time to give your pension pot a boost?


TIME TO GIVE YOUR PENSION POT A BOOST? Planning ahead for the financial future you want Planning for retirement can be both exciting and daunting. It’s essential to structure your affairs to make sure you have enough money [...]

Time to give your pension pot a boost?2020-03-09T13:23:49+00:00

Good Tax Planning


TOP 4 TIPS FOR GOOD TAX PLANNING Planning ahead for the financial future you want. The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will [...]

Good Tax Planning2020-03-09T13:46:50+00:00

Smart Money March April 2020


Planning for Retirement Will my retirement income be enough to live on comfortably? Welcome to our latest edition. At the time of writing this issue, Sajid Javid had resigned asChancellor of the Exchequer with less than a month [...]

Smart Money March April 20202020-03-09T19:01:00+00:00

January 2020

ISA Returns of the Year


ISA RETURNS OF THE YEAR TIME TO EXPLORE YOUR ISA OPTIONS? An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, [...]

ISA Returns of the Year2020-03-09T13:49:24+00:00

Smart Money January February 2020


Financial Resolutions What does Wealth look like to you? Welcome to our first edition for 2020. Inside this issue, we feature articles covering a number of different topics to help you successfully grow and protect your wealth. Whether [...]

Smart Money January February 20202020-03-09T12:16:47+00:00