Cash stash

Posted on August 28, 2018 by - Uncategorized

Study exposes a whole host of financial secrets

It’s bad news for romantics, according to the latest annual research[1] into the retirement aspirations and financial planning of UK couples aged 40 and over. This identifies that nearly one in three couples (31%) have secret savings or investments that they have deliberately started without telling their partner or spouse. And it’s not just a few pounds, as 7% admit to hiding savings of over £50,000. (more…)

SIPP into your future

Posted on August 28, 2018 by - Uncategorized

Extra flexibility over your pension savings in retirement

It’s never too early – or too late – to start saving for your future. With retirement planning, it is important to take into account the fact we’re all living longer. Couple that with the fact that the cost of living continues to rise, and the value of the State Pension continues to dwindle – this provides a very strong case for starting to save early for your future. (more…)

Investing in your child’s future

Posted on August 28, 2018 by - Uncategorized

Without planning ahead, the cost can be a huge money sink

While many parents value the standard of education offered by independent schools or universities, the costs can be daunting. However, with careful planning, it may be possible to avoid a huge outstanding student loan or tax burden. (more…)

Generation still taxed

Posted on August 28, 2018 by - Uncategorized

Numbers nearly double in the last two decades

With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, finding the right vehicle for your retirement planning is essential. (more…)

Life insurance

Posted on August 28, 2018 by - Uncategorized

Peace of mind knowing that your family is protected

It’s understandable that we would rather not think of the time when we’re no longer around. But it’s important to protect the things that really matter – like our loved ones, home and lifestyle – in case the unexpected happens. (more…)