Topic: Uncategorized

Will you make provision for all those you hold dear?

Posted on January 8, 2018 by - Uncategorized

Getting your affairs in order and planning what you want to pass on to loved ones

Writing a will may seem daunting, and with everything else we should be thinking about it becomes just another chore on the to-do list. It’s especially important for cohabitating couples to have a will, as the surviving partner does not automatically inherit any estate or possessions left behind.

(more…)

Sleepwalking into retirement

Posted on January 8, 2018 by - Uncategorized

Lack of pension knowledge among UK adults

The UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and 65 cannot accurately estimate their total pension savings for retirement.

(more…)

‘Sandwich’ generation

Posted on January 8, 2018 by - Uncategorized

Not having enough money for retirement is the biggest concern

Average life expectancy has generally been increasing, and for the ‘sandwich’ generation, saving for their retirement is clearly a big concern – and with plans to contribute financially to support their children and parents, it’s perhaps no wonder.

(more…)

ISA returns of the year

Posted on January 8, 2018 by - Uncategorized

Taking control over where your money is invested tax-efficiently

A new tax year is nearly upon us – and that means, for all diligent savers and investors, you should make sure that you take full advantage of your current Individual Savings Account (ISA) tax-efficient allowance.

(more…)

Do you have a financial back-up plan this year?

Posted on January 8, 2018 by - Uncategorized

Be prepared if life throws something unexpected your way

Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Hundreds of thousands of people are diagnosed with cancer each year in the UK and it is becoming more common among those of working age.

(more…)