Month: January 2013

Younger retirees are less likely to leave an inheritance

Traditionally, parents have attached great importance to leaving an inheritance to their children, but attitudes are changing according to a recent survey by Just Retirement, the equity release and annuity provider. The survey of retired homeowners and retiring homeowners aged over 55, explored consumer attitudes towards housing equity withdrawal and found that a majority of...

Ten New Year’s Resolutions for your Financial Planning

Around 50% of us make New Year’s Resolutions and ‘sort the finances out’ must be one of the most popular: but that’s a little vague – it’s more a wish than a firm commitment to take action. Looking at the January appointments we’ve had with new and existing clients, here are the topics that we’ve...

Your 10 most common ISA questions answered

To help you understand ISAs better in the run up to end of the financial year, we’ve answered the ten questions we’re most commonly asked. Christmas is over for another year, which means it’s not long – hopefully – before the first signs of Spring appear and we start to turn our attention to the end of...

January Market Commentary

December’s least surprising headline duly arrived on January 1st: Deal reached on Fiscal Cliff. For the whole of December (barely pausing for Christmas) President Obama and Congress argued over the deal needed to avoid the ‘Fiscal Cliff,’ the raft of tax rises that would have been a body blow to Middle America and impacted severely...