How to extract profits from your company

Tax-efficient options for limited company directors. If you run your own limited company, you choose how much to pay yourself, pick your own payday, and in which way you will be paid.

Reviewing your investment portfolio

Staying on track during a turbulent year. To ensure you will be financially secure throughout your lifetime, planning is essential. It’s also important to remember that a financial plan needs continued attention, especially in unprecedented times like these.

Options for funding long-term care

Building your savings for later life care. Paying for long-term care is not cheap, and the burden first falls on private individuals.
Ros Altman – the former pension’s minister – described the nation as “sleepwalking into a social care crisis”, and already the costs borne privately are staggering.

Retirement saving for the self-employed

How to save for a pension if you work for yourself. For ministers to say workplace pensions have been an “extraordinary success” is perfectly valid, but those excluded from the government’s flagship scheme may not share that sentiment.

When investing, patience is a virtue

Key considerations in times of market volatility.
In an age of COVID-19, there will be compelling investment opportunities but it’s important to align this year’s investments with your long-term goals.