Posts By: admin

Election 2017

Posted on July 3, 2017 by - Uncategorized

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 secure a majority, resulting in a hung parliament. (more…)

Inheritance Tax rule changes

Posted on July 3, 2017 by - Uncategorized

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 and pass it on to the right people. However, this does not happen automatically. If you do not plan for what happens to your assets when you die, more of your estate than necessary could be subject to Inheritance Tax. (more…)

Retirement choices

Posted on July 3, 2017 by - Uncategorized

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 to a LV= consumer survey[1] didn’t think about retirement at all last year. (more…)

Securing your financial future

Posted on July 3, 2017 by - Uncategorized

Investing for major life events requires comprehensive investment solutions

If you really want to give your money the potential to grow and you don’t need immediate access to it, think about investing it rather than just saving. You might want to invest for major life events like retirement or paying your child’s or grandchild’s university fees.

(more…)

Currency fluctuations

Posted on July 3, 2017 by - Uncategorized

Why foreign exchange markets are in uncharted territory

The summer months are usually the only time when we think about different currencies and their values as we consider what money to take on our holidays. Where should we get our euros or dollars? How much will we need? Should we purchase travellers cheques, cash, a pre-paid card or a combination of each? (more…)

Investment wise

Posted on July 3, 2017 by - Uncategorized

Learning from the past and understanding the present

The key to successful investing isn’t predicting the future, its learning from the past and understanding the present. To give your money its best opportunity to grow, whether you’re just starting to build a portfolio or looking to rebalance an existing one, we consider some of the key questions you need to consider to nurture your wealth. (more…)

Currency fluctuations

Posted on July 3, 2017 by - Uncategorized

Why foreign exchange markets are in uncharted territory

The summer months are usually the only time when we think about different currencies and their values as we consider what money to take on our holidays. Where should we get our euros or dollars? How much will we need? Should we purchase travellers cheques, cash, a pre-paid card or a combination of each? (more…)

Investment wise

Posted on July 3, 2017 by - Uncategorized

Learning from the past and understanding the present

The key to successful investing isn’t predicting the future, its learning from the past and understanding the present. To give your money its best opportunity to grow, whether you’re just starting to build a portfolio or looking to rebalance an existing one, we consider some of the key questions you need to consider to nurture your wealth. (more…)

Working 9 to 5

Posted on July 3, 2017 by - Uncategorized

Almost three quarters of employees expect to work beyond the traditional retirement age

The proportion of UK employees who say they will work beyond the age of 65 is at an all-time high. The findings from Canada Life identified that almost three quarters (73%) of employees expect to work beyond the traditional retirement age, up from 67% in 2016 and 61% in 2015. (more…)

Dreaming of an early retirement

Posted on July 3, 2017 by - Uncategorized

When you quit the rat race, will you really have the time of your life?

We all know that we need to save money for our retirement, but knowing it and doing something about it are very different things! Younger generations may be bracing themselves to work well into their 70s – but the early retirement dream lives on for many people retiring this year. New research from Prudential[1] has found six in ten (60%) of those giving up work this year – the Class of 2017 – are doing so earlier than their projected State Pension age or company pension scheme retirement date. (more…)