Wealth Creation

A new-look NISA way to save and invest

Posted on September 2, 2014 by admin - Investment, News, Wealth Creation

Have you taken advantage of your larger tax-efficient allowance?

The new Individual Savings Account (ISA) rules were introduced in July, giving savers and investors more flexibility and a larger tax-efficient allowance than ever before. Four out of ten people told the consumer organisation Which? that they would save more as a result of the annual limit increasing to £15,000, up from £11,880. (more…)

Wealth planning strategy comes under scrutiny

Posted on July 3, 2014 by admin - News, Wealth Creation

Concerns a tax planning arrangement was being abused

HM Revenue & Customs (HMRC) has confirmed that new proposals for a single nil rate Inheritance Tax (IHT) band for trusts will not be applied to existing trust arrangements, where no further assets are added or variations made to that trust. (more…)

Managing your pension pots

Posted on July 3, 2014 by admin - Retirement, Wealth Creation

Keeping track of your retirement savings

Over the course of your working life, the chances are you’ll change jobs a few times, picking up different pension pots along the way. (more…)

Yo-yo effect

Posted on July 3, 2014 by admin - News, Wealth Creation

Why so many of us are financially uncertain

Almost half (47%) of Britons are up and down when it comes to money, making shrewd savings one moment to justify overspending the next, according to research from Standard Life by YouGov Plc. (more…)

Tracking retirement savings trends

Posted on July 3, 2014 by admin - News, Retirement, Wealth Creation

Records at five-year high, according to new report

The number of people saving adequately for retirement at 53% is the highest it has been since 2009 and the biggest ever year-on-year rise, up from 45% in 2013, as the impact of auto enrolment and improvements in the wider economic environment begin to take effect. (more…)

Topic: Wealth Creation