Estate planning and inheritance tax should primarily be about taking steps to protect your estate for future generations. This video blog outlines the relationship between Estate Planning and Inheritance Tax planning and how you can protect and pass on your estate to your loved ones through various tax efficient strategies. [...]
Protecting the most important things in life should the worst happen. During these unpredictable times, many people have faced not only hardship, but sadly, the loss of a loved one too. This article covers 4 areas for you to consider when it comes to securing your financial future: Protect The Things That Really [...]
Socially responsible investing is an investment strategy which considers company ethics as well as the potential financial return. It incorporates: Ethical investing Postive impact investing Sustainable investing Green investing ESG - Environmental, social & governance The following video (& transcript below) provides an brief introduction to socially responsible investing: [...]
2020 has been a difficult year for many of us. As it draws to a close, perhaps it's an appropriate time to focus on the things you can control and think about the action you could take to improve your finances in 2021 and beyond. This article provides an overview of 4 areas for [...]
Would your business benefit from keyman insurance, critical illness cover, shareholder protection or any other type of business protection? In every business there are individuals who are considered fundamental for its day to day operation. If you run a business, think about your own situation - what would happen if you, or one of [...]
How the pandemic is leading to changes in future retirees' plans... This article provides an overview of 5 areas for you to consider: Take Control Of Your Retirement Plans Staggered Retirement Flexible Retirement Income Delaying Retirement Retirement Wealth Check 1) Take Control Of Your Retirement Plans Have you [...]
When it comes to cashing in pensions, what are pension freedoms and when do the rules apply? This video outlines the three main options you have when cashing in pensions, which for many will be the most important financial decision they will ever make and include: The Piecemeal Approach Income Drawdown Buying an [...]
Is now the time for you to get a tighter grip of your finances? This article provides an overview of 5 areas for you to review: Consolidate and Manage Debt Track Your Spending Use Tax Allowances Top Up Your Pension Focus On Your Goals 1) Consolidate and Manage Debt [...]
Have far have you got when it comes to preparing for retirement? Retirement is much more than just about money. In this video, we will also explore the emotional aspect of preparing for retirement and the things you need to consider to be able to enjoy it. [...]
£19m has been released each day since the launch of Pension Freedoms. In his 2015 Spring Budget, then-chancellor George Osborne introduced sweeping changes to the way that pensions are taxed. The new pension freedom rules have led to the over-55s being faced with a variety of different choices when taking and investing their [...]