by Richard Edwards | Mar 23, 2021 | Uncategorised
Critical factor Protection for you and your loved ones What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get your family together and tell them what was going on. Before long, you’d start spending time in...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Advice matters Life events that professional financial advice can help you navigate In the current climate, we understand that you may be feeling worried about your work, your finances and what the future holds. Research carried out by the Office for National...
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...
