29th April 2016

Why it’s important to know your start and end points Reaching wealth goals and achieving personal ambitions are major objectives of the financial planning process. In order to make plans for the future, you need to know where you are today and where you want to be in the future.

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29th April 2016

How much will I get under the new State Pension? The State Pension changed on 6 April 2016. If you reach State Pension age on or after that date, you’ll now receive the new State Pension under the new rules. The aim of the new State Pension is to make it simpler to understand, but […]

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29th April 2016

Increasing the long-term value of your investments It’s natural to be looking for ways to smooth out your portfolio’s returns. Investing regularly can smooth out market highs and lows over time.

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29th April 2016

Families could be missing out on thousands Half (49%) of parents are confused by the array of state benefits available to them, and many don’t claim them even though they are eligible according to figures from LV=’s 13th Cost of a Child study.

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29th April 2016

What are the key reasons for shifting retirement patterns? New pension rules which give you far greater flexibility over what you can do with your pension pot came into force on 6 April 2015, but according to Aviva’s latest Working Lives report a third of people aged over 50 who are employed in the private […]

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29th April 2016

More people could face financial hardship despite medical advances Most homebuyers purchase life assurance when they arrange a mortgage, but only a minority obtain another form of financial protection that they are five times more likely to need before they reach retirement.

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29th April 2016

Tax-free Dividend Allowance introduced under new system rom April this year, the notional 10% tax credit on dividends has been abolished and replaced by a new tax-free Dividend Allowance. The Dividend Allowance means that you won’t have to pay tax on the first £5,000 of your dividend income, no matter what non-dividend income you have.

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29th April 2016

Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising it. Few taxes are quite as emotive – or as politicised – as IHT.

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29th April 2016

Taking stock of Budget 2016 The Chancellor of the Exchequer, George Osborne, delivered his eighth Budget speech on Wednesday 16 March, his third in 12 months. Now that we’ve had time to take stock of the key announcements, we consider how they could impact your finances both today and in future years.

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29th April 2016

Impact on financial markets ahead of the EU referendum With an increasing focus on ‘Brexit’, our investment clients will naturally be monitoring the impact on financial markets ahead of the referendum scheduled for Thursday 23 June.

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