Estate planning

Date Added:  11-12-2018  File Type: .pdf  Filesize: 275KB

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference.

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Self-employed finances

Date Added:  15-11-2018  File Type: .pdf  Filesize: 93.5KB

The number of people running their own businesses has soared since the financial crisis, with a significant number being set up by someone aged over 50. But an unhealthy number of self-employed workers in the UK do not currently save into a pension.

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Relationships breakdowns

Date Added:  16-10-2018  File Type: .pdf  Filesize: 81KB

What is likely to be a divorcing couple’s most valuable asset? The family home will spring to most people’s minds first. But the value of a pension could well be the biggest single asset in the relationship.

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Inheritance Tax concerns?

Date Added:  16-10-2018  File Type: .pdf  Filesize: 613KB

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. Seeking early professional financial advice and guidance about the options to mitigate your liability is a sensible move.

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Pretirement

Date Added:  18-09-2018  File Type: .PDF  Filesize: 97.1KB

The onwards march of ‘pretirement’ – where people scale back on work or slow their retirement plans down rather than giving up entirely – is continuing, with half (50%) of those retiring this year considering working past State Pension age.

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Savings in Retirement

Date Added:  18-09-2018  File Type: .PDF  Filesize: 547KB

For many, the idea of retirement means getting away from the stresses of everyday life. But with living costs rising and interest rates low, people need to think about how to generate extra income from their savings in retirement.

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When I’m gone

Date Added:  16-07-2018  File Type: .PDF  Filesize: 543KB

Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and working, but if something unfortunate were to happen, the outlook for those around you could change instantly.

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