Retirement planning journey

Posted on July 1, 2021 by - Uncategorized

What you need to consider at every life stage

When you’re starting out working in your 20s, you may not be thinking about retirement in 40 years. The same goes for your 30s, 40s and even 50s. There is always something on the horizon you could be saving for besides your retirement.

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Protecting family wealth

Posted on July 1, 2021 by - Uncategorized

Start planning your legacy to mitigate or reduce Inheritance Tax

If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with less than expected after the Inheritance Tax bill is paid.

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Pension boost

Posted on July 1, 2021 by - Uncategorized

Are you claiming all of the generous tax relief you’re entitled to?

The unique combination of tax breaks and flexible access available to pensions make them a compelling choice when saving for retirement. One of the key benefits of saving into a pension rather than another type of savings or investment vehicle is the generous tax relief you’re entitled to receive.

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‘It’s not what you earn, it’s what you keep’

Posted on July 1, 2021 by - Uncategorized

The potential impact to your expected retirement income over time

When you’re planning your retirement income, there are multiple factors to consider: how much you can expect from the State Pension, the value of the pensions you have accumulated in your working life, your projected outgoings, and your potential later life expenses.

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Reappraisal of urban living

Posted on July 1, 2021 by - Uncategorized

3 million people in the UK aged over 50 considering relocating

The coronavirus (COVID-19) pandemic has lead to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space.

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