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Visualising retirement: why pension decisions are about more than just pounds and pence
Pensions used to be a simple affair. You retired, you drew your pension and the hardest decision you had to make was how much tax-free cash to take. But since pension freedom rules came into effect six years ago and the world was turned on its head through Covid-19, people now have significantly more choice [...]
If in doubt about a suspicious email, call or text about your finances, PLEASE ask your adviser
Barely a day goes by without frontpage headlines about scams. A new type of scam, an unbelievable amount lost to scammers, life savings gone in a flash, Ponzi schemes, investments guaranteeing huge returns – we’ve all seen them and had the emails, texts and phone calls. It’s a scary environment but working with a financial […]
Kids cost more than you think – so plan ahead
Originally published at brewin.co.uk Many people vastly underestimate the cost of raising a child. Plan now to avoid nasty surprises scuppering your finances. Raising a child is one of the most rewarding things you can do in life – but it can also be eye-wateringly expensive. We all know things like childcare, private school and [...]
Trio of acquisitions announced by Wren Sterling
Wren Sterling has released details of a further three deals completed over the first half of 2021, as it takes its total number of acquisitions in 2021 to four. Sentinel Private Clients Limited (Sentinel), of Warwickshire, Bookeeping Administration Services Ltd (BKASL) based in Cardiff and Rothesay Intelligent Financial Services Ltd (Rothesay) in Bedfordshire have been […]
Tax Day – what does it mean for financial planning clients?
On 23rd March, the Treasury issued 30 consultations on different strands of taxation and the UK’s tax administration system in Tax policies and consultations, Spring 2021. In its paper, it states: “the tax system needs to reflect wider economic, social and policy change in order to ensure it remains effective.” This is clearly a reflection […]
Where should cash reserves go?
The UK has been saving at a record rate since Covid-19 put our normal lives on hold with the UK’s savings account balances more than doubling to £111bn…
2020 – a year to remember for ethical investors
For many people 2020 cannot end soon enough, it was certainly not the year many of us anticipated back in January, and although the year has been traumatic on so many different levels, so much has also been learned.
Mind the Pension Gap 2020
How do you feel about your retirement? Research and insights into the UKs attitude to retirement.
