Blogs filed under Savings

Why the budget was important if you’re affected by the Tapered Annual Allowance

Posted on April 14, 2020 by Peter under: News

The 2020 Budget made some significant changes to the Tapered Annual Allowance that could affect your retirement plans. With the announcements coming into effect for...

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Small business owner? Here are the measures in place to help you through the pandemic

Posted on April 14, 2020 by Peter under: News

While the coronavirus pandemic has affected the health of hundreds of thousands of people worldwide, it has also had a devastating effect on small and...

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Coronavirus and the markets

Posted on March 5, 2020 by Peter under: News

In recent weeks, the coronavirus has never been far from the headlines. At the start of March, there were more than 87,000 confirmed cases of...

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Financial planning: Why do you need to revisit your plan?

Posted on March 5, 2020 by Peter under: News

Financial planning is essential at all stages of life. Speaking to an adviser can help you focus on your financial goals and give you the...

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How using a trust could save UK families £300 million each year

Posted on March 5, 2020 by Peter under: News

Back in 2017, more than 35,000 term life insurance policies paid out an average of more than £78,000. Nearly every claim was paid (98%) and...

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Silver start-ups: 6 reasons to embrace your entrepreneurial spirit in retirement

Posted on March 5, 2020 by Peter under: News Retirement

When you picture your retirement, what do you imagine? For some, it may be relaxing on holiday or spending more time with loved ones but...

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Pension savers could be missing out on £830 million of unclaimed tax relief

Posted on March 5, 2020 by Peter under: News

One of the reasons why pensions are an excellent way to save for retirement is the tax relief you benefit from. Yet, figures suggest that...

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How to save for retirement if you’re self-employed

Posted on March 5, 2020 by Peter under: Retirement

Being self-employed comes with many perks, but it will mean you need to take more responsibility for your income and financial security too. From managing...

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Financial wellbeing: How do you score?

Posted on February 18, 2020 by Peter under: News

Ministers have launched a financial wellbeing scheme with the goal of turning Britain into a nation of savers over the next ten years. How do...

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Why financial planning is important for Generation X

Posted on February 18, 2020 by Peter under: News

Generation X is likely to be facing big life and financial decisions. Yet, only a small portion is working with a financial adviser to ensure...

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