Blogs filed under News Pensions

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...

Read the rest

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...

Read the rest

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...

Read the rest

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....

Read the rest

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...

Read the rest

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...

Read the rest

Is your business protected with a Lasting Power of Attorney?

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...

Read the rest

Financial protection myth: Policies don’t pay out

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...

Read the rest

What happens if you don’t have a Power of Attorney in place?

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,...

Read the rest

Covid-19 spurs over-60s to consider later-life care

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...

Read the rest