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4 valuable ways a financial planner can help you tackle “overwhelming” pension information
Do you find pension information confusing? You’re not alone; 50% of people in the UK describe the information they receive about their pension as “overwhelming”, according to a Standard Life study. Fortunately, there are places where you…
Read moreEstate planning: Do you need to include Inheritance Tax?
Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a potential bill. Over the last…
Read moreYour spring Budget update – the key news from the chancellor’s statement
On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government’s aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal outlook…
Read moreAll the winners and losers from the 2023 spring Budget
Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November…
Read moreInvestment market update: February 2023
Statistics suggest that some of the pressures facing economies, such as high inflation and recession concerns, are starting to ease. However, there is still a risk that economies could fall into a recession in 2023. Read on to find out…
Read moreEarth Day 2023: Small but powerful ways you can improve the environment
Every year on 22 April, people around the world mark Earth Day to demonstrate their support for environmental protection. If you want to be a part of the day this year, here are some things you can do to reduce…
Read more5 inaccurate expert predictions that prove why you shouldn’t try to time the market
When you look at investment performance with the benefit of hindsight, you may think you could predict how markets will move. Yet, markets are unpredictable and expert forecasts prove how difficult timing the market is. Every investor has heard the…
Read moreExplained: How pension tax relief works and boosts your retirement savings
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement. In fact, according…
Read moreYou need to know about this tax trap if you’re returning to work after retiring
The latest figures suggest that thousands of retired people are returning to work. If you’re thinking about doing the same, you need to be aware of the Money Purchase Annual Allowance (MPAA). Figures from Royal London suggest…
Read moreEstate planning: 3 different ways you can pass on wealth to your loved ones
A key part of your estate plan is setting out how you’d like to pass on assets to loved ones. There’s more than one option to consider, so read on to find out more. Your estate plan should consider how…
Read moreYour guide to pension consolidation: The pros and cons you need to know
Do you have multiple pensions? It could make it difficult to manage your pension savings during your working life and when you retire. In some cases, consolidating them could be beneficial. This guide explains what you need to know about…
Read moreInvestment market update: January 2023
Investors should expect further volatility in the markets in 2023, experts suggest. Economies around the world are facing recession due to factors including high inflation and rising interest rates. The International Monetary Fund’s Kristalina Georgieva predicts…
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