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Wealth Knowledge, June 2019

June 1, 2019

– Savers withdraw £25.62b through pension freedoms – Inheritance tax receipts projected to double by 2030 – Over-50s support introducing new tax break for downsizing – FCA consults on plans to change mortgage advice rules

The Rules of Intestacy

June 1, 2019

When someone dies without leaving a legally valid will, their estate is distributed in line with a set of rules covering what known as intestacy. Subsequently, if you die without making a will, you will be defined as an intestate individual.

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’

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