Month: March 2018

New Lease of Life

Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing properly for anything new requires planning and commitment. Spending time on planning now will ensure you enjoy the retirement you’ve worked hard to achieve. For many pensioners, retirement...

Wealth preservation

Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your death. A recent survey about Inheritance Tax (IHT)[1] shows that wealthy Britons over the age of 45 are either ignoring estate planning solutions or they...

Market Matters

Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial planning for the years ahead. People that stop their investment planning, particularly during market downturns, often miss out on opportunities to invest at lower prices. It’s important to keep to your strategy and keep moving...