Asset Management

Retirement may be something you have been planning for many years, or it may still feel a long way off. Either way, one important question is worth asking: Are your pensions still on track to provide the retirement you want? […]

When approaching retirement, one of the biggest financial decisions you may face is how to turn your pension savings into an income. For many people with defined contribution pensions, two of the main options are purchasing an annuity or using […]

Most of us are comfortable planning for the future. We save for retirement, arrange pensions and investments, make a Will and perhaps consider how our estate might eventually pass to our family. However, there is another important area of planning […]

Inheritance Tax Planning and The Seven Year Rule Giving money or assets to your family during your lifetime can be an effective way to reduce the potential Inheritance Tax liability on your estate. It can also allow you to see […]

Could Your Family Face an Avoidable Inheritance Tax Bill? Inheritance Tax (IHT) is often described as a voluntary tax because, with careful planning, many families can significantly reduce the amount ultimately paid. While not everyone will face an inheritance tax […]

As part of effective tax year end planning UK, it is important to review your financial position before the tax year ends on 5 April. Many valuable allowances are only available within each tax year and cannot be carried forward, […]

The Importance of Wills and Lasting Powers of Attorney Wills and Lasting Powers of Attorney are often overlooked, yet they play a vital role in protecting your wishes and your family’s future. While these legal documents sit outside regulated financial […]

Here’s What to Know Before You Act You may be considering taking tax-free cash from your pensions. With speculation about possible changes to pension rules, it’s understandable that many people aged 55 and over are reviewing their options. One area […]