Category: News

Is an inheritance important to your financial plan?

Category: News

As we make financial plans, it’s often necessary to make some assumptions. Perhaps you’ve factored in a few pay rises before retirement or calculated what investments can expect to return. But research indicates some people could be relying on receiving an inheritance with little information about it to reach their aspirations. If you’re expecting to

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How to make sure your pension lasts a lifetime

Category: News

Thousands of retirees are shunning Annuities when they reach retirement age. Instead, they’re taking advantage of the opportunity to access their pension savings flexibly. It can be a fantastic way to match your income and lifestyle, but figures suggest many are withdrawing unsustainable amounts. There are many benefits to taking your pension flexibly. However, you

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care-fees

Care Fees

Category: News

Care fees have been a real hot topic for the last 10 years and even some say as being responsible for the government losing its majority at the last election with the floating of the so called ‘Dementia Tax’. We all want to receive the right type of care in the best possible location however

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IHT

Inheritance Tax at an all time high

Category: News

While there were no surprise announcements in relation to any inheritance tax changes, the Budget figures show revenue from inheritance tax has hit £5.1 billion (calculated May 2016 – May 2017). This alone shows that as the nil rate band has not increased since 2009/10 more estates are being brought into the inheritance tax net

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estate-planning

Estate Planning

Category: News

Have you ever wondered what happens when you die? Normally a lot of cost, paperwork and grief – just not necessarily in that order!! When it’s time to be whisked off (and I don’t mean the Great British Bake off) will you be oblivious to the impending decisions that need to be made or, will

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