by Richard Edwards | May 16, 2023 | Uncategorised
I have a Will, so why do I need a Lasting Power of Attorney? Making decisions in relation to your financial affairs, health and welfare It is critical to consider the potential consequences of not having a Lasting Power of Attorney (LPA) in place. Many people assume...
by Richard Edwards | May 16, 2023 | Uncategorised
Time to give annuities another chance? Nearly one million pre-retirees considering annuities Pre-retirees, aged over 55 and still in work, are considering annuities for the first time in preparation for their retirement, according to new research[1]. Nearly one...
by Richard Edwards | May 16, 2023 | Uncategorised
Building up more tax-free money in your pension Changes present significant opportunities for various individuals When making contributions to your pension, it’s important to keep in mind that there’s a limit to how much you can contribute each year without incurring...
by Richard Edwards | May 16, 2023 | Uncategorised
Gender pension gap Gap in pension benefits between men and women widens For many women, the decision to work part-time often coincides with important career and childcare milestones. While pension contributions may not be the deciding factor for this decision, it’s...
by Richard Edwards | May 16, 2023 | Uncategorised
Think of life insurance like a safety net Make sure your dependents have the money they need if you were no longer around When it comes to ensuring that your family is taken care of in the event of your premature death, life insurance is invaluable. It’s important to...
by Richard Edwards | May 16, 2023 | Uncategorised
Passing on assets tax-efficiently How to ensure that your wealth is preserved for future generations Are you concerned about the impact of Inheritance Tax (IHT) on your estate? It’s natural to want to leave behind a legacy for your loved ones, but without the right...
