Blog


Are we entering an investment bond renaissance?

Are we entering an investment bond renaissance? Exploring why they are an attractive option to mass-affluent investors Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. Historically, numerous investors…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

How to build a bigger pension pot

How to build a bigger pension pot Tax relief matters If you're under 75 and have relevant UK earnings, you can benefit from tax relief…

View full article

Blog, Pension, SMEs / Business
Posted on: 14th July 2023

Ensure your wealth is preserved for future generations

Ensure your wealth is preserved for future generations As you enter your golden years, the excitement of finally retiring may…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Protecting your children and securing their future

Protecting your children and securing their future   As a parent, ensuring the wellbeing of your children is a top priority. From having open conversations with your partner to creating a Will, there are straightforward…

View full article

Blog, HMRC, Pension, SMEs / Business, Tax
Posted on: 14th July 2023

Choosing the right pension payment strategy

Choosing the right pension payment strategy Lump sum vs regular contributions! When planning for your future, consider increasing your pension savings. But should you do this through a lump sum or by raising your regular…

View full article

Blog, HMRC, Pension, SMEs / Business, Tax
Posted on: 14th July 2023

Using your inheritance effectively

Using your inheritance effectively Making informed decisions about managing the funds wisely Inheriting wealth can be both a blessing and a challenge. It presents an opportunity to improve your financial security and accomplish your goals…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Many over-55s are unaware that they can access 25% of their pension pot tax-free

Many over-55s are unaware that they can access 25% of their pension pot tax-free The importance of understanding tax-free pension withdrawals A surprising 43% of…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

The Gender Pension Gap issue

The Gender Pension Gap issue 73% of women make only minimum pension contributions, compared to 58% of men A significant difference in pension contributions between…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Financial responsibilities increase significantly after 25

Financial responsibilities increase significantly after 25 Paying essentials such as utilities and council tax becomes a reality as young adults…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Saving for retirement

Saving for retirement Planning for retirement is essential to ensure you have the financial security to enjoy your golden years. As retirement can be a long way off, it's essential to start saving for retirement…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Where should income-seekers turn?

Where should income-seekers turn? Bonds vs equities UK income-seekers often face the dilemma of choosing between bonds and equities for their investments. Both asset classes…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Delaying retirement could boost your chances of a secure financial future

Delaying retirement could boost your chances of a secure financial future   With the persistently high inflation rate, it's crucial for individuals nearing retirement to…

View full article

Blog, Pension, SMEs / Business
Posted on: 14th July 2023

Investing mistakes to avoid

Investing mistakes to avoid Errors can have long-lasting consequences, setting you back financially As individuals, we all have diverse visions for our future – some may be considering the forthcoming five years, while others may…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Hidden impact of inflation on savings

Hidden impact of inflation on savings A recent study has revealed that over half of the British population may not fully comprehend the hidden impact…

View full article

Blog, HMRC, Pension, SMEs / Business
Posted on: 14th July 2023

Adjusting your investment portfolio with age

Adjusting your investment portfolio with age Your retirement portfolio serves as crucial financial support for an enjoyable retirement. Retirees with substantial portfolios may enjoy living off returns without touching the principal. However, those with smaller…

View full article

Blog, Pension, SMEs / Business
Posted on: 14th July 2023