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...
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...
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...
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...
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....
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...
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...
Posted on September 7, 2020 by Peter under: News Power of Attorney
When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority but for business owners, they also need to...
Posted on August 3, 2020 by Peter under: News
Financial protection can provide you and your loved ones with security. However, there are myths that stop people from choosing a product that may be...
Posted on August 3, 2020 by Peter under: News
A Power of Attorney is just as an important part of estate planning as writing a will. Yet, it is something that many people overlook,...
Posted on August 3, 2020 by Peter under: News
The Covid-19 pandemic has meant we have evaluated many areas of our lives and priorities. One area that is now being reconsidered by the over-60s...