Monthly Archives: March 2019

Trust in your investments

Posted on March 8, 2019 by - Uncategorized

Investing for income or growth, or both

Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio easily, as well as giving you the chance to benefit from the expertise of fund managers. (more…)

Smart plans

Posted on March 8, 2019 by - Uncategorized

Living a less complicated life!

For anyone enjoying their retirement years and living a less complicated life, it can be easy to assume that you no longer require professional financial advice. Some people may believe that since they have reached their 60s and ‘retired’, the hard work is over. (more…)

Life after work

Posted on March 8, 2019 by - Uncategorized

Planning for the retirement you deserve

Over time, with life expectancy and the cost of living rising, it could mean that some retirees are at risk of running out of pension income in later life. So what can you do to make sure that you have a big enough pension to meet your needs for the whole of your retirement? (more…)

Your ISA, your future

Posted on March 8, 2019 by - Uncategorized

Time to reimagine how to invest more tax-efficiently?

Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2018/19 is £20,000, and anyone wishing to utilise their allowance should do so before the deadline at midnight on Friday 5 April 2019. (more…)

Retirement options

Posted on March 8, 2019 by - Uncategorized

Greater responsibility on individuals to plan for financial security in old age

Deciding what to do with your pension pot is one of the most important decisions you will ever make for your future. The ‘pension freedom’ changes of April 2015 represented a complete shake-up of the UK’s pensions system, giving people much more control over their pension savings than before. (more…)