Protecting your wealth can go a long way to protecting the ones you love. The golden rule is not to delay on making sure the money you have worked hard for is preserved for you and your family.
General Investing Articles
PENSIONS AND RETIREMENT – STILL TABOO?
How to fund retirement is not an ideal topic for a quiet evening in. But it’s an important one which is being overlooked by millions of married couples.
The importance of financial advice
There’s nothing like the start of a brand new year to focus your mind on sorting out your finances.
Post-Pandemic Finances
UK households have built up over a staggering £117 billion of savings after being cooped up at home since the start of the pandemic.
Don’t underestimate the importance of estate planning – and making a Will.
The idea of having to pay inheritance tax (IHT) is unpopular to say the least. This tax is charged on an estate, which is the property, money and possessions left behind to loved ones who will pay 40% anything above the threshold.
ONLINE PENSION SCAMS ARE ON THE RISE.
More than two thirds of savers believe that they would be able to spot a pension scam if they saw one.
HAVE I SAVED ENOUGH FOR MY RETIREMENT?
Retirement can be a daunting thought. It can cause the best of us additional stress and anxiety as the big day gets ever closer, always wondering if our pension pot will prove to be enough. The amount needed to fulfil your dreams will largely depend on the lifestyle and post retirement plans you have in mind.
Pension Drawdown Explained
If you need regular income throughout your retirement, pension drawdown could provide this by using your own pension pot. Is this the answer for your retirement needs?
Life Insurance
Life Insurance is a policy that pays out a benefit (usually a lump sum) on the death of the life assured.
Investing for all
With just a couple of weeks to go until the tax year ends, many investors will be finalising their plans to use up their 2020/21 allowances, including the annual £20,000 ISA allowance.
COVID and The Saving Habit
For the most part of a year now, we have been on “lockdown”; staying at home in a bid to help reduce the spread of coronavirus and to protect the vital NHS.