Taking preventative action

Posted on April 29, 2015 by - Protection, Retirement, Wealth Creation

Reducing your beneficiaries’ potential Inheritance Tax bill – or mitigating it out altogether

With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it out altogether. (more…)

History lesson

Posted on April 29, 2015 by - Protection, Retirement

Inheritance Tax matters

Inheritance Tax was introduced in the UK in 1796 and stemmed from the influence of the French Revolution. The concept of IHT was supposed to protect poorer members of society and interrupt the legacy of inherited wealth. (more…)

Pension wise

Posted on March 3, 2015 by - News, Retirement

Discussing life expectancy as part of your retirement planning is key

P ension Wise, the government’s guidance guarantee service, must discuss life expectancy as part of people’s retirement planning, according to a recent Aviva report. (more…)

Getting more savvy about saving and spending

Posted on March 3, 2015 by - Investment, News

Sorting out our finances is high on our list of priorities in 2015

The British population is determined to get more savvy about their saving and spending habits in 2015, with three quarters (76%) of adults admitting they are prepared to moderate their lifestyle, according to a new survey by Standard Life. (more…)

Changing financial roles

Posted on March 3, 2015 by - News

Almost 1 in 5 women are now the main household breadwinner

Nearly one in five (17%) of women claim to be the main breadwinner in their relationship, according to new research commissioned by Scottish Widows to mark its 200th anniversary. (more…)