Blogs written by Peter

Why financial advice can be important following the loss of a loved one

Posted on October 9, 2020 by Peter under: News

When you are coming to terms with the loss of a loved one, financial planning will be one of the last things on your mind....

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Financial planning week: 10 steps to take before New Year

Posted on October 9, 2020 by Peter under: News Savings

This month marked financial planning week, which aims to showcase the benefits of financial planning, from the financial gains to improved wellbeing. To celebrate this,...

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How a will can help you reduce Inheritance Tax

Posted on October 9, 2020 by Peter under: Inheritance Tax News

October is Free Wills Month, an initiative solicitors can be part of that offers free will writing expertise to over 55s to support charities. The...

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7 scary pension mistakes to avoid this Halloween

Posted on October 9, 2020 by Peter under: News Pensions

The nights are drawing in and Halloween is around the corner but while you might get spooked watching a horror film this season, pension mistakes...

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Should you take a tax-free lump sum from your pension?

Posted on October 9, 2020 by Peter under: News Pensions

Your 55th birthday, rising to 57 in 2028, often marks being able to access your pension for the first time. The opportunity to take a...

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Pension age rises to 57: What does it mean?

Posted on October 9, 2020 by Peter under: News Pensions

From 2028, you will not be able to access any registered pension plans or schemes until the age of 57. The government’s decision could affect...

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Chancellor brings in Stamp Duty holiday, how much could you save?

Posted on September 7, 2020 by Peter under: News Stamp Duty

As lockdown measures were brought in, property viewings ground to a halt and the number of sales fell sharply. If you were hoping to purchase...

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Giving to charity: How it can be tax-efficient too

Posted on September 7, 2020 by Peter under: Charity News

Supporting worthy causes is often something people want to include in their financial plan, whether through regular donations or a charitable legacy in their will....

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Does market volatility affect your pension choices?

Posted on September 7, 2020 by Peter under: News Pensions

If you are retiring this year, you may be worried about what the market volatility caused by Covid-19 means for your options. The good news...

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Should you choose cash or stocks during Covid-19 volatility?

Posted on September 7, 2020 by Peter under: Covid-19 News Savings

With the stock market experiencing volatility due to Covid-19 earlier this year and further uncertainty about the state of the economy, you may be wondering...

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