Investing for the future

Date Added:  22-01-2018  File Type: .pdf  Filesize: 88 KB

Higher inflation and near-zero interest rates mean the responsible thing to do could be to invest rather than to save.


Countdown to retirement

Date Added:  22-01-2018  File Type: .pdf  Filesize: 77 KB

Retirement can mean different things to different people. Understanding how much it will take to provide an income for yourself and potentially a spouse, while also ensuring you are able to leave something behind for your loved ones after your death, is essential.


Pensions and divorce

Date Added:  19-01-2018  File Type: .pdf  Filesize: 396 KB

Breaking up is hard to do! Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some cases worth more than the equity in the family home.


Retirement roulette

Date Added:  19-01-2018  File Type: .pdf  Filesize: 585 KB

Millions of older workers pin hopes on downsizing, inheritance or lottery win


Year end tax planning

Date Added:  19-01-2018  File Type: .pdf  Filesize: 83 KB

Don’t miss the chance to make the most of valuable tax-efficiencies and allowances.


Getting your affairs in order

Date Added:  20-04-2017  File Type: .pdf  Filesize: 368kb

Everyone should have a Will, but it is even more important if you have children, you own property, you have savings, investments or insurance policies, or you own a business.