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3 reasons to make social care part of your retirement plan
The cost of funding care and delivering support to the elderly has become a national priority. However, research suggests it’s still not something individuals are thinking about when they make retirement plans. As average life expectancy has risen, the demand…
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Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
While the chancellor didn’t announce personal tax rises in this year’s budget, a freeze on allowances could mean your tax bill unexpectedly increases. High earners and those with defined benefit (DB) pensions could now find they exceed the Lifetime Allowance,…
Read moreHow the tax freezes announced in the Budget could leave you worse off
In March, chancellor Rishi Sunak delivered his second Budget. After a lot of speculation that taxes would rise to pay for the cost of Covid-19, you may have been relieved to discover your tax bill won’t be going up. However,…
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We’ve been included in this year’s VouchedFor Top Rated guide
The VouchedFor Top Rated Advisers guide distributed by The Times has been released today. We’re ecstatic to announce that our Managing Director, Matthew, has qualified. In case you haven’t heard of VouchedFor before, let us quickly summarise it for you.
Read moreRelief for savers as “tax day” sees government announce no significant tax reforms
Late last year, the government announced that a range of documents and consultations on future tax policies would be released after the Budget. Dubbed “tax day”, these announcements came later than usual this year to allow for greater scrutiny after…
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Guide: 10 ways to make the most of your garden in 2021
After a year of lockdown measures, our gardens and outdoor spaces have become far more important. In fact, more than half of people say they get a good deal of pleasure from their garden. With spring arriving, now is the…
Read moreInvestment market update: February 2021
A year after lockdowns around the world began, Covid-19 continues to affect economies and investment markets. While the volatility experienced almost 12 months ago may have calmed, uncertainty remains and it’s important for investors to focus on their long-term plan.
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7 powerful investment lessons from Warren Buffett
The pandemic has led to more people taking control of their finances and investing. If you’re looking for some investing tips, the following pearls of wisdom from Warren Buffett are a great place to start. Known as a businessman and…
Read moreCan money buy happiness? It’s the freedom to reach goals that adds value to your life
Is the common saying “money can’t buy happiness” true? Research suggests that it isn’t, and that the opportunities financial security brings can deliver happiness and improve wellbeing. This latest study refutes often cited research, which claims money could buy happiness…
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8 pension mistakes that could affect your retirement
Saving for retirement should be part of your financial plan and can help you secure the lifestyle you’re looking forward to. But watch out for these eight pension mistakes, which could ruin your plans. 1. Putting off paying into a…
Read morePensions and divorce: What are your options?
If you’re going through a divorce, your pension and retirement are likely the last things on your mind. And yet the decisions you make during the divorce process can have a lifelong impact. Despite pensions often being one of the…
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10 practical financial spring cleaning tips to boost your savings
Winter is behind us and it’s that time of the year when people give their homes a spring clean. But don’t just focus on tidying up your material possessions – take some time to clean up your finances too. It…
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