Blogs filed under News Tax returns

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...

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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,...

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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...

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What should you check when reviewing your pension?

Posted on August 3, 2020 by Peter under: News Pensions

Have you reviewed your pension lately? Even though we make regular contributions to pensions, it is not often something we think about until retirement is...

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5 ways the Chancellor could recoup the cost of Covid-19

Posted on August 3, 2020 by Peter under: News

While the health concerns of the Covid-19 pandemic remain, some of the focus is now shifting to the economic impact. Measures taken to reduce the...

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Retirement planning as a couple: Balancing different goals

Posted on August 3, 2020 by Peter under: News Retirement

Planning for retirement should be an exciting time in your life. You are able to give up work and focus on the things you enjoy,...

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Calculating investment risk: What plays a role?

Posted on July 1, 2020 by Peter under: News

When investing, we all know that capital is at risk. We have often talked about understanding your risk profile and the level of risk you...

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How does group insurance work?

Posted on July 1, 2020 by Peter under: News

Whether you are an employer that is considering offering group insurance to employees or a worker that benefits from group cover, it is important to...

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Using your assets to create flexibility with a Final Salary pension

Posted on July 1, 2020 by Peter under: News Pensions

People transferring out of their Final Salary pensions, also known as Defined Benefit pensions, have made headlines recently as some members seek more flexibility but...

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Has Covid-19 affected your retirement plans?

Posted on July 1, 2020 by Peter under: News Retirement

The impact of Covid-19 has affected savings and investments, something that can be a particular concern for those nearing retirement. If your finances have been...

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