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Wealth Knowledge, Jan 2019

January 6, 2019

-Government reveals plans for pension dashboards -1 in 4 don’t know their state pension -Office for tax simplification calls for digital inheritance tax system -Most adults have not got around to writing a will

Pension options for over-55s

January 6, 2019

What alternatives do you have at retirement? Raiding your pension before retirement remains a popular option, with more than 1.3 million savers taking flexible payments from their pensions in the three years since 2015.

Quilter Investors – Investing through volatile times

January 6, 2019

Anyone who reads the papers knows that the world’s economies are going through a period of uncertainty. It’s natural at these times for some investors to get twitchy, which only serves to make the situation even less predictable.

Setting up a Trust

January 3, 2019

Estate planning is a complicated process, and can seem a morbid task, so it’s tempting to put it off or avoid it altogether. A trust can help manage your assets for the benefit of others.

Year-End Tax Guide 2018/19

January 1, 2019

A must have handy guide to actions you need to take before the end of the current tax year.

Investing in Property

December 18, 2018

Investing in property is usually about as close as it comes to a safe bet. The value of your asset tends to increase the longer you hold onto it, while the short and medium-term yields from rental income can cover the mortgage.

Wealth Knowledge, Dec 2018

December 17, 2018

-Quarter of over-55s unaware of pension tax -Lettings relief restricted from 2020 -Pensions dashboard to include state pension data -Stamp duty relief extended to shared ownership

Fixed-interest investments

November 17, 2018

When you look for an investment opportunity, you want something that will earn the best possible returns with the lowest possible amount of risk. Fixed-interest investments offer alternative options for investing with less risk.

Pensions for business owners

November 17, 2018

When you’re juggling the many day-to-day responsibilities of running a business, planning for your retirement might well slip down your list of priorities.

Wealth Knowledge, Nov 2018

November 17, 2018

-Budget 2018 round up: Personal allowance to rise -Auto-enrolment contributions fall 5.5% in five years -Long-term investors reap the rewards from financial crisis -Women ‘missing out on pension income in divorce’

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