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Protect your family should the unforeseen happen

We all intend that our plans will come good. But making sure that you and your family can cope if you fall ill or die prematurely…

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Driving towards the next phase of your life

At some point you’ll say ‘goodbye’ to your colleagues, get into your car and drive towards the next phase of your life – retirement. But when…

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Protecting you and your family’s finances

There are many things to consider when looking to protect you and your family. It may not be the most exciting of subjects, but it answers…

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ISA rules and inheritance tax

There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. This…

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Cash may not be king

CASH MAY NOT BE KING For most people over the age of 55, it is now possible to cash in or unlock all of your pension….

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Seize the day – today

Exactly how much you’ll need for a comfortable retirement will depend largely on your cost of living and lifestyle choices. For many people, retirement is about…

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Tax efficient savings for retirement – personal pensions

If you haven’t got a workplace pension, getting a personal pension could be a good way of saving for retirement. A personal pension is a type…

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Understanding tax relief and pensions – Annual an lifetime limits

When it comes to managing money, one of the things some people find most difficult to understand is the tax relief they receive on payments into…

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Time in the market is more important than timing the market

If you want to give your investments the best chance of earning a return, then it’s a good idea to cultivate the art of patience. The…

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Pros and cons of joint finances

There are benefits and risks for couples who decide to manage their money together. Many couples maintain independent finances, but operate one or more joint accounts…

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