Taxing times
With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities.
No ‘one-size-fits-all’ protection solution
With a New Year comes resolutions. Everyone should make a resolution to review their protection and estate plans. A solid plan will help you feel confident your family’s finances are secure.
Phased retirement
Retiring early is a dream for many people and it is achievable for people who have been able to plan, save into a pension over a long period and taken financial advice to help them plan their finances. However, it can become a financial problem if retirement is forced upon people before they have had time to prepare.
Don’t miss the ISA deadline
Time is running out to take advantage of this year’s Individual Savings Account (ISA) allowances. You get one ISA allowance per tax year. So use it or lose it soon, when the tax year ends on 5 April.
Chancellor retains state pension triple lock
Chancellor retains state pension triple lock State pension is [...]
Millennials willing to forgo inheritance
Many people want to do what they can to ensure they maximise the amount they leave to their family and minimise Inheritance Tax, but working out how much you can afford to give away during your lifetime isn’t easy.
It’s good to talk
When it comes to conversations about money, more and more families in Britain are opening up, new research reveals. This is a significant increase from previous years, when such conversations were considered taboo...
Funding the lifestyle you want
One of the most common concerns among those approaching retirement is whether they will have enough money to last them. A new study shows that only 25% of retirees feel very confident they’ve saved enough for retirement...
Cost of living crisis
Soaring petrol costs pushed inflation to its highest level for 40 years. New research has uncovered the impact of these high fuel prices on consumers as more than a third (35%) are spending less on food to keep their car on the road...
Unretirement
Older workers have been leaving the jobs market in their droves over the past two years, partly due to many re-evaluating what they want from their lives and careers during the course of the COVID-19 pandemic, and also due to the devastating impact the pandemic had on the prospects for many older jobseekers, who felt they had no choice but to leave the workforce...
