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UK suffering from chronic lack of preparation for retirement
The seventh annual Scottish Widows UK Pensions Report 2011 has revealed worrying and widespread inertia when it comes to preparing adequately for retirement. The Scottish Widows Pensions Index, looking at those between 30 years old and state pension age earning…
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A note to the younger generations – start saving now… before it’s too late
The Government Department of Work and Pensions tells us that once retirement age is reached, every qualifying British citizen is entitled to the Basic State Pension. This is a regular payment made direct to individuals by the Exchequer, and is…
Read moreThe new student loan regime
You can’t open a newspaper at the moment without seeing a headline about the rise in university tuition fees and the impact this will have on student debt. With far more universities than the Government originally anticipated planning to charge…
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Aspire Magazine issue 211
We are in Aspire Magazine issue 211. Aspire Magazine is an expanding publication that has been developed to offer the people of the East Midlands an exclusive and inspirational read that will reflect their values and leisure interests. They asked us…
Read moreJune Market Commentary
Overview A common theme in each market commentary introduction over the past few months has been ‘continued economic uncertainty’; this month is no exception, nor can we see that there will be…
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Can you ‘trust’ your Life Assurance Policy?
According to some estimates, as few as 6% of life assurance policies in the UK are currently written in the form of a trust, although doing this can be advantageous. Clients should always consider whether a new policy needs…
Read moreLife Planning and How it Can Help You Achieve Your “Dream of Freedom”
A seismic shift is occurring in the world of financial planning. Traditional financial planning has tended to treat “money”–not people–as the client. Armed with calculators, spreadsheets and sophisticated software, financial planners have historically offered products and services focused on accumulating,…
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Don’t miss out – make the most of Inheritance Tax
According to the professional advice website, unbiased.co.uk, poor Inheritance Tax (IHT) planning will cost UK taxpayers £1.3bn this year. And with the IHT exemption threshold frozen at £325,000 for three years, it’s essential to plan ahead and avoid overpaying…
Read moreSaving offshore – the dos and don’ts
The term ‘offshore banking’ conjures up glamorous images of millionaires and tax evasion, but in reality it’s just another way of gaining interest on your money. An offshore account may or may not be the right product for you. To…
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May market commentary
Overview Continuing economic uncertainty across the globe is weighing heavily on investors and policy makers alike. We seem to be a long way from a full recovery with many regional economies feeling the pressure of the global squeeze coupled with…
Read moreHow to help your children with University costs
With students facing an estimated £50,000 bill for a three-year degree from next year, parents are considering ways to help their children with university costs. Research conducted by homesforstudents.co.uk has found that from 2012 the average…
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Junior ISA plans revealed
On 31 March 2011, the Financial Secretary to the Treasury, Mark Hoban MP, published draft regulations detailing the Government’s new tax-free children’s individual savings accounts entitled ‘Junior ISAs’. It is expected that 6 million children will be eligible for the…
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