Topic: Uncategorized

Report shows the proportion of people preparing adequately for retirement is on the up

The number of women saving adequately for retirement has shifted from a record low to a four-year high in the last 12 months, according to Scottish Widows’ annual Women and Retirement Report. (more…)

Providing financial support for adult offspring – what are the implications?

Parents with adult children living under their roof are spending £1,200[1] more than their Empty Nester counterparts each year on everyday household expenditure, bringing the total annual cost of ‘Full Nest Syndrome’ in the UK to £3.2 billion[2]. (more…)

Perhaps not quite the ‘voluntary’ tax it was once considered

Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax. This is because, in general, the more tax-efficient a solution is, the less access you have to your assets. Safeguarding your own financial future is very important and giving too much away could put this at risk. (more…)