All Entries by Stuart

Bolstering day-to-day retirement living

Bolstering day-to-day retirement living

Releasing money from your home without having to move Equity release is a way of releasing money from your home without having to move, either by taking out a type…. Read More »

Wealth briefing

Wealth briefing

Making good choices with your life investments One of the golden rules of investing is to spread your money across a range of different asset classes. We’ve all heard the…. Read More »

Stocks & Shares ISA

Stocks & Shares ISA

Helping you realise your long-term financial goals So you’re looking to accumulate a sum of money by investing. You may have a specific amount in mind. This could be to…. Read More »

Lasting Power of Attorney

Making investment decisions into old age

Seven in ten retirees have not set up a Lasting Power of Attorney More than 615,000 pensioners are on course to make investment decisions into old age but new research[1]…. Read More »

Planning for every eventuality

Planning for every eventuality

Responding to situations rather than reacting to them As the saying goes, ‘People don’t plan to fail, but they do fail to plan.’ To enable you to achieve want you…. Read More »

Thousands of retirees in drawdown lack of planning

Thousands of retirees in drawdown lack of planning

Have you worked out how much you can afford to take from your pension pot? Thousands of retirees shifting their pensions into drawdown are not taking basic steps to work…. Read More »

Your future

Your future

How to build wealth that stands the test of time Long-term investments tend to be less risky in the end. By investing for the long term, you are committing to…. Read More »

The Final Retirement Countdown

2019 Guide to the Final Retirement Countdown

Time to review your financial plans with a financial check-up? In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on…. Read More »

Guide to Tax Matters

2019 Guide to Tax Matters

2019/20 Key changes you need to know In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019….. Read More »

2019 Guide to Wealth Preservation

2019 Guide to Wealth Preservation

Preserve and protect the wealth you’ve amassed Welcome to our Guide to Wealth Preservation. Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance…. Read More »

New tax year

New tax year

The key changes you need to know You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on…. Read More »

Building a diverse portfolio

Building a diverse portfolio

Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum…. Read More »

Inheritance Tax

Inheritance Tax

No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways…. Read More »

Tracing a lost pension

Tracing a lost pension

Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject[1]. The Pensions Policy Institute…. Read More »

Freetirees

Freetirees

Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over 55s, allowing millions to draw income from their pensions flexibly. Pension…. Read More »