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Over-55s benefit from boosted income and savings
Britain’s over-55s are cashing in on the improving economy with rising incomes leading to more than £150 extra in their pockets a month compared to the same time last year, Aviva’s latest Real Retirement Report shows. Findings…
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ISAs now much NISA
ISA Virtually all the headlines surrounding George Osborne’s recent Budget were about the changes to the pensions rules. Rightly described as the biggest changes to pensions legislation for a hundred years, they will have far-reaching…
Read moreMay Market Commentary
The month got off to a gloomy start, especially if you are a Guardian reader. Five signs the global recovery may be an illusion was the headline on one of its main analysis articles, which pointed out…
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How long do you think you’ve got left?
A new report from MGM Advantage, put together with research conducted in October 2013, asked the following question of respondents: ‘Being as realistic as you can, approximately how old do you think you’ll live until?’ Compared to…
Read morePensions – The Final Frontier
In the Budget statement in March, George Osborne, boldly went where no chancellor has gone before. Deep into uncharted space, he set phasers to stun as the Government look to start a new five year mission (to…
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April Market Commentary
We started last month’s bulletin in the Crimea, with Russian troops in de facto control of the peninsula. Well, the Crimea is now part of Russia again and the collected denunciations and threatened sanctions of William Hague,…
Read moreThe 8 most important points from the 2014 Budget
The Chancellor may have gone for the popular phrase from Chancellors of yore by taking ‘a penny off a pint’, but what were the real big announcements during The Budget 2014? We summarise the 8 main points:…
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What did the Budget actually offer for ‘makers, doers and savers’?
It’s been a few weeks since George Osborne opened his 2014 Budget announcement by proclaiming that his party would be announcing a Budget for ‘makers, doers and savers’, but what did he actually go on to announce…
Read moreMore over-55’s now seek financial advice but there are still plenty who could benefit from talking to an adviser
More over-55s are turning to financial advisers than did so four years ago, new research from Aviva into the shape of financial advice for retirement in 2014, shows. But with 77% of over-55s having no relationship with…
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The Year of Hard Truths – A Look Ahead to the 2014 Budget
Chancellor of the Exchequer, George Osborne, will deliver the 2014 Budget on Wednesday, 19th March – little more than three months after he delivered the Autumn Statement. When Osborne delivered his Budget in March 2013,…
Read moreMarch Market Commentary
Most of the major stock markets enjoyed a good month in February, more than making up for the falls experienced in January. The UK, German and US Dow Jones index were all well ahead in the month,…
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Hints and Tips for the Tax Year End
As always, the end of the tax year is an important date in anyone’s financial planning calendar. We have therefore put together some hints and tips for the tax year end which will hopefully guide your financial…
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