News
Investing in Small Companies
June 1, 2019
By their nature, small and relatively new companies tend to be considered a higher-risk investment than buying shares in larger, better-established businesses.
Wealth Knowledge, May 2019
May 1, 2019
-Oblivious workers over 65 are being taxed on their stats pension -Under 35s call for advice to prepare for life’s milestones -Retirees’ income levels off over the last eight years -Pension dashboards get the green light from government department
The importance of retirement saving
May 1, 2019
There’s no doubt that the older you get, the faster time flies, and with it comes less time to plan for a comfortable retirement. In this document, we look at when, why and how to start saving for a pension.
Reclaiming overpaid tax
May 1, 2019
Nobody likes paying tax, but most people would like to receive a brown envelope through the post from HMRC containing a tax rebate. Find out how to claim tax back through PAYE or self-assessment.
Wealth Update, April 2019
April 1, 2019
Following the latest market trends when it comes to your investment strategy usually pays off, but while most stick with the safety of the shoal there are always a few sharks swimming against the tide.
Auto-Enrolment – The final Increase?
April 1, 2019
Another minimum contributions rise is upon us. When auto-enrolment was first introduced back in October 2012, nobody could have envisaged it being a policy as widely admired as it is today.
Could you qualify for extra pension income in retirement?
April 1, 2019
Your height and weight, your blood pressure levels and whether or not you smoke might not seem like information you’d want to give your pension provider, but it could be in your favour.
Should you fix your mortgage?
March 1, 2019
With each passing day, more news and speculation emerges about the future relationship between the UK and the EU, as we move a step closer to the planned Brexit date at 11pm on 29 March 2019. How could Brexit affect mortgage and interest.
Contrarian investing
March 1, 2019
Following the latest market trends when it comes to your investment strategy usually pays off, but while most stick with the safety of the shoal there are always a few sharks swimming against the tide.
Wealth Knowledge, Mar 2019
March 1, 2019
-Minimum workplace pension contributions rise to 5% -Government consults on new stamp duty surcharge -Employees over the age of 50 are working longer -FCA: Pension savers ‘cashing in, but losing out’
Spring Statement 2019
February 20, 2019
Once again, Chancellor Philip Hammond has demonstrated his commitment to the principle of the Spring Statement as a low-key event, at least in terms of tax and public spending announcements.
Help-to-buy or lifetime ISA?
February 2, 2019
Young people in the UK are finding it increasingly hard to save, either for that elusive deposit needed to secure a mortgage on their first home or to fund their retirement. What’s the answer to this modern-day dilemma?
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