Monthly Archives: March 2018

Tips to minimise the tax you pay

Posted on March 7, 2018 by - Uncategorized

Have you utilised all your year-end tax planning deadline opportunities?

As we near the 2017/18 tax year end on 5 April, if appropriate to your particular situation, we’ve provided some tax planning tips to help you maximise the use of your various tax allowances and minimise the tax you pay.

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Wealth preservation

Posted on March 7, 2018 by - Uncategorized

Reducing Inheritance Tax means taking action now

Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your death.

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Financial freedom

Posted on March 7, 2018 by - Uncategorized

Creating and maintaining the right investment strategy

Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth.

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New lease of life

Posted on March 7, 2018 by - Uncategorized

Pensioners embracing the benefits of retirement and new-found time

As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing properly for anything new requires planning and commitment. Spending time on planning now will ensure you enjoy the retirement you’ve worked hard to achieve.

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Market matters

Posted on March 7, 2018 by - Uncategorized

Don’t let current global uncertainties affect your financial planning

It’s important not to let current global uncertainties affect your financial planning for the years ahead. People who stop their investment planning, particularly during market downturns, often miss out on opportunities to invest at lower prices.

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Why being over 40 is the new mid-20s

Posted on March 7, 2018 by - Uncategorized

Healthier lifestyles and feeling happier about financial planning for retirement

An increasing number of middle-aged Britons are getting healthier as they exercise more and eat better than they did when they were younger. Over-40s are turning to healthier lifestyles, with more than half rating themselves as more health-conscious than they were in their mid-20s, according to new research[1].

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Beware of the scammers

Posted on March 7, 2018 by - Uncategorized

Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest

An estimated £1.2bn is lost to investment scams each year, with share sales, wine investments, land banking and carbon credits commonly used by fraudsters to target potential investors.

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Financial Fitness

Posted on March 7, 2018 by - Uncategorized

Time to track and celebrate your wealth goals?

With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to recent research[1].

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How to make the most of your retirement

Posted on March 7, 2018 by - Uncategorized

Steps you could take to increase your eventual income

Even if retirement isn’t far away, there are steps you could take to increase your eventual retirement income. This applies both to your State Pension entitlement as well as to any personal or workplace pension pots.

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Crypto currencies

Posted on March 7, 2018 by - Uncategorized

Don’t believe the hype

Digital or crypto currencies such as Bitcoin, Ethereum and Ripple have been causing a financial frenzy over the past months. Bitcoin is the oldest and most well-known crypto currency created in 2009 by an unknown person using the alias Satoshi Nakamoto.

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