News

Cashflow planning: Helping to answer ‘what if…’ questions

Posted on June 12, 2020 by Peter under: News

When you begin making a financial plan, you could be looking several decades ahead, and we all know the unexpected can derail even the best-laid...

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What is the pension triple lock, and why is it important?

Posted on June 12, 2020 by Peter under: News

You may have seen recent headlines about the possibility of the pensions triple lock being scrapped in the near future. Whilst Boris Johnson has committed...

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Accessing your pension: Annuity vs Flexi-Access Drawdown

Posted on June 12, 2020 by Peter under: News

In the past, the majority of people saved for retirement over their working life, gave up work on a set date and, unless they were...

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Is university worth it for children and grandchildren?

Posted on May 7, 2020 by Peter under: News

For students planning to head to university, it is already been an emotional time. With college suspended due to Covid-19 and exams cancelled, there has...

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Why you should have a Power of Attorney in place

Posted on May 7, 2020 by Peter under: News

Millions of Brits have not named a Power of Attorney. It may seem like something you can put off for a while, but it is...

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5 things to consider if you’re thinking about changing your investments

Posted on May 7, 2020 by Peter under: News

When it comes to investing, it is often best to create a tailored financial plan and leave investments for the long term without tinkering. However,...

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Is now the time to invest?

Posted on May 7, 2020 by Peter under: News

Global stock markets have suffered due to the impact of the coronavirus pandemic, and you may have heard suggestions that now is the ‘perfect time...

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7 things to do if you’re retiring in 2020

Posted on May 7, 2020 by Peter under: News Retirement

Are you planning to retire this year? If so, congratulations! Retirement is a milestone you may have been looking forward to for years, but it...

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

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

Being able to take a tax-free lump sum out of your pension when you reach pension age certainly sounds appealing. It can help you kick-start...

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2020/21 tax year: Exemptions and allowances

Posted on April 14, 2020 by Peter under: News

We have now entered a new tax year. Whilst some changes were made during the 2020 Budget, other allowances and exemptions have stayed the same....

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