News

Exiting a business: Six steps you should take to prepare

Posted on June 14, 2019 by Peter under: News

Are you thinking about selling a business? It is often a difficult decision that comes with challenges. As well as the practical challenges, there are...

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The effect the media has on your financial decisions

Posted on June 14, 2019 by Peter under: News

In the digital age, it is impossible to escape the media and you might not realise the influence it is having on your financial decisions....

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Trusts: What are they and what are they used for?

Posted on June 14, 2019 by Peter under: News

A trust may be one of those financial tools you have heard of but know little about. In some circumstances, they can be an excellent...

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Is an inheritance important to your financial plan?

Posted on June 14, 2019 by Peter under: Inheritance Tax News

As we make financial plans, it is often necessary to make some assumptions. Perhaps you have factored in a few pay rises before retirement or...

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How to make sure your pension lasts a lifetime

Posted on June 14, 2019 by Peter under: News Pensions

Thousands of retirees are shunning Annuities when they reach retirement age. Instead, they are taking advantage of the opportunity to access their pension savings flexibly....

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Defined Benefit pensions: Is it appropriate to transfer out?

Posted on June 14, 2019 by Peter under: News Pensions

Do you have a Defined Benefit (DB) pension? If you have seen the sums you could receive by transferring out, you might just be tempted....

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Longer lives and retirement plans

Posted on May 10, 2019 by Peter under: News Retirement

Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want to retire, how...

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Asset classes: What you need to know

Posted on May 10, 2019 by Peter under: News

When you’re saving for the future, one of the key questions to answer is where you’ll place the money. Should you invest? If you do,...

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Why it’s important to revisit your financial plan

Posted on May 10, 2019 by Peter under: News

Once you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of the progress you’re...

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Inheritance Tax on the rise: Seven ways to mitigate the bill

Posted on May 10, 2019 by Peter under: Inheritance Tax News

When estate planning, Inheritance Tax (IHT) can be a concern. Naturally, you want to leave as much as possible to your loved ones and ensure...

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