Posts By: admin

What to consider if you are
 approaching your retirement

Posted on August 21, 2013 by - Retirement, Wealth Creation

Sooner or later we will retire, and the decisions we make today are the ones that will determine the standard of living we will enjoy in the future. If you are approaching your retirement there are some very important choices you need to make that will determine how much income you live on once retired. (more…)

Do you have a 
long-term 
investment 
strategy?

Posted on August 21, 2013 by - Investment, Wealth Creation

The complexity of today’s economic and global conditions, coupled with uncertainty in Europe, North America and China, have combined to create a degree of cautiousness among many investors. A long-term investment strategy could provide you with a clear advantage during uncertain times. (more…)

Make writing your will your top 2014 
New Year resolution

Posted on August 21, 2013 by - Protection, Retirement

As much as we might not want to think about it, we are all going to die one day. Most of us know that we should write a will, but most of us never get round to it. Do you fall into this category? If the answer is ‘yes’, as the New Year approaches make writing your will your top 2014 resolution. (more…)

Are you making the 
most of your finances?

Posted on August 21, 2013 by - Investment, Wealth Creation

During this period of austerity, why pay more tax than you need to? Sensible tax planning is an essential tool in making the most of your finances. Keeping your tax bill to a minimum is not a matter of aggressive or complex tax schemes, but rather of identifying which of the many tax reliefs and allowances specifically granted by law are available to you. (more…)

Enjoy the time of your life

Posted on August 21, 2013 by - Investment, Retirement

Having a pension today is recognised as just one important step along the path to achieving your dreams once you have stopped working. Now, not only must you carefully consider where you actually invest your pension money and how you are going to use your pension, but if appropriate you should also review other forms of retirement savings. Reviewing your retirement planning is critical, and probably the single most important decision you can make to help you realise your long-term goals. (more…)

Gifts of the 
financial variety

Posted on August 21, 2013 by - Protection, Retirement

The best gift you can ever make to your grandchild or grandchildren this festive period will have a longer-lasting impact

Your grandchild or grandchildren may want the latest toy or gadget this Christmas, but how about giving them a present that can help their financial future? UK tax laws allow children to receive pension contributions of up to £3,600 a year from the moment they are born. (more…)

Inheritance tax

Posted on August 21, 2013 by - Protection

Effective Inheritance Tax planning could save your beneficiaries thousands of pounds, maybe even hundreds of thousands, depending on the size of your estate. At its simplest, Inheritance Tax is the tax payable on your estate when you die if the value of your estate exceeds a certain amount. (more…)