Posts By: admin

Tax attack

Posted on March 3, 2014 by - Investment, Protection, Wealth Creation

Legitimate planning could save you money by reducing a potential tax bill
With tax increases the prospect for the foreseeable future, it is essential that you make the most of every available tax relief. Using the tax breaks available to you also makes good financial sense. (more…)

Investor outlook

Posted on March 3, 2014 by - Investment

Tentative signs of economic growth
Tentative signs of economic growth, receding risks, plentiful nearly free liquidity and financial markets on fire – what was not to like about the investment landscape at the end of 2013? It is tempting to believe that what happened ‘yesterday’ will happen again ‘tomorrow’ (especially if momentum has been paying off, as it did in 2013). So what is the potential outlook for investors this year? (more…)

Pensions lifetime allowance changes on the horizon

Posted on March 3, 2014 by - Retirement

The countdown clock is ticking– will you be ready?
It is estimated that potentially over 360,000[1] people could be affected by the new pensions lifetime allowance (LTA) changes, according to HM Revenue & Customs (20 March 2013). If you are one of these people, you will need to act fast, and we recommend that you contact us immediately or you could miss out on the opportunity to protect yourself from an unnecessary tax charge. (more…)