Longer lives and retirement plans 14th May 2019

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 to take an income, and what you want to do after you’ve given up work. Whilst more flexibility has certainly been welcomed, it can present you with some challenging decisions […]

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Asset classes: What you need to know

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, what type of investment is right for you? It can be difficult to decide what to do and one of the first places to get started is to get to […]

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

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 they’re not stressed about paying a bill at what is already a difficult time. Luckily, there are usually many ways you can reduce the IHT your estate will be liable […]

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Is your income protected until retirement? 16th April 2019

As part of the financial planning process, you may have considered ways to safeguard your income and lifestyle from unexpected events. In some cases, this may have meant taking out a protection product to provide a level of income should something happen. However, an investigation by a newspaper suggests that policies taken out previously may […]

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