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A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the 2,000 people with assets worth more than £250,000 who were surveyed, 41% of them…
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Retirement planning: The 3 main ways you could access your pension
When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning is often deciding how you’ll access your retirement savings. Last month, you read about the…
Read moreGuide: 10 things you can learn about your financial plan from these ABBA hits
In April 1974, a Swedish foursome took to the stage at the Eurovision Song Contest. Performing eighth on the night, ABBA introduced themselves to a global audience, romping to victory with their hit ‘Waterloo’. In the intervening five decades ABBA…
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Investment market update: January 2024
While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high levels of inflation and recession fears. The World Bank warned the global economy is set…
Read moreA Lasting Power of Attorney could offer protection at every life stage
Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every life stage. An LPA gives someone you trust the ability to make decisions on your…
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5 handy tips that could help couples create an effective financial plan
Managing your finances effectively as a couple could provide you with peace of mind and mean you’re more likely to reach your goals. Yet, it can be difficult as you could have very different financial priorities to your partner. Read…
Read moreHow to move into the decumulation phase of retirement planning
Transitioning into retirement can present new challenges, not least, understanding how to sustainably start using your assets to create an income. As you move into the decumulation phase, you might worry about balancing your needs now with your long-term financial…
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3 insightful research findings that could help you navigate your “second 50”
A report suggests that life after 50 will be radically different for those who have recently celebrated the milestone or are nearing it when compared to previous generations, and it could have implications for your financial plan. The research from…
Read moreRetirement planning: The importance of setting out your lifestyle goals
When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations. Last month, you read about the different…
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How the upcoming Dividend Allowance and Capital Gains Tax changes could affect your clients
Ensuring your business owner clients make the most of the available tax allowances and exemptions can help them retain more of their wealth. Staying on top of upcoming tax and regulatory changes is an important part of this. At the…
Read moreGuide: Everything you need to know about annuities when creating a retirement income
When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income. If you’re…
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Guide: 7 allowances you might want to use before the end of the 2023/24 tax year
When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the 2023/24 tax year ends, might be valuable. This guide explores some of the allowances that…
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