Posted on April 29, 2015 by admin - Retirement
According to new research conducted by YouGov and Old Mutual Wealth, nearly half (48%) of those approaching retirement (aged 55-64) do not know how long their pension income will last. With pension providers reporting demand for flexible withdrawals, there is a significant danger that pension funds could run dry if people do not plan carefully or take professional financial advice. (more…)
Posted on April 29, 2015 by admin - Retirement
UK adults have an average eight-year blind spot when it comes to financial planning – and can only see themselves in the future as far ahead as 2023, new research from long-term savings and investment specialist Standard Life reveals. (more…)
Posted on April 29, 2015 by admin - Retirement
Most people now have more options when it comes to their retirement choices. But generally they’ll still want their pension income to last their lifetime – so careful planning is a must. (more…)
Posted on April 29, 2015 by admin - Protection, Retirement, Wealth Creation
1. The main ways to avoid Inheritance Tax are to spend your money while you are alive or give it away. (more…)
Posted on April 29, 2015 by admin - Retirement, Wealth Creation
After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if there is still the potential likelihood of a liability on your estate, or if you have made gifts which have created a potential liability for the recipients if you die within seven years, we can help you review how you could fund this liability in the most efficient way. (more…)
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