by Richard Edwards | Mar 23, 2021 | Uncategorised
Passing on pension benefits Providing for your loved ones after your death If you’ve spent a lifetime saving for retirement, you’d probably like any remaining money to go to a loved one after your death. But whether pension benefits are payable to a beneficiary, and...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Wealth creation Where can you turn if you want to invest tax-efficiently? Tax-efficiency is a key consideration when investing because it can make such an enormous difference to your wealth and quality of life. If you have an income of over £50,000 it doesn’t just...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Reduce your Inheritance Tax bill 10 ways to protect your estate for your loved ones Even those who believe they have moderate wealth levels may still need to take action to minimise Inheritance Tax, particularly if they own property and have savings and investments....
by Richard Edwards | Mar 23, 2021 | Uncategorised
Pension options Planning your financial future, and how to get there One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your State Pension the next. Today you have new pension freedoms to...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Responsible investing Invest today. Change tomorrow Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest...
