by Richard Edwards | Aug 10, 2021 | Uncategorised
Pension boost Are you claiming all of the generous tax relief you’re entitled to? The unique combination of tax breaks and flexible access available to pensions make them a compelling choice when saving for retirement. One of the key benefits of saving into a pension...
by Richard Edwards | Aug 10, 2021 | Uncategorised
Protecting family wealth Start planning your legacy to mitigate or reduce Inheritance Tax If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without...
by Richard Edwards | Aug 10, 2021 | Uncategorised
Retirement planning journey What you need to consider at every life stage When you’re starting out working in your 20s, you may not be thinking about retirement in 40 years. The same goes for your 30s, 40s and even 50s. There is always something on the horizon you...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Combined finances Planning ahead for your financial future together Some couples may prefer to keep their finances separate, while others share everything. Whichever method you’ve chosen, when it comes to retirement saving, it’s worth planning together to ensure...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Retirement finances COVID-19: third of retirees fearful due to negative impact Six years on from pension freedoms, non-advised savers aged over 50 are facing a ticking time bomb at retirement, according to a new survey[1]. 66% of those saving into a defined...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Suspending pension contributions Think carefully about how action taken now could affect your retirement As more people worry about money and are struggling financially as a consequence of the coronavirus (COVID-19) pandemic, it’s likely that reducing or stopping...
