News

Financial planning for sole traders
December 18, 2019
Being your own boss continues to appeal, with 3.5 million sole trader businesses registered in the UK at the start of 2019.

An overview of trusts
December 18, 2019
If you’re passing on your money, property or investments – to a relative, a friend or an organisation – you want to ensure it goes to the right person or cause and is used as you wish.

Wealth Knowledge, December 2019
December 18, 2019
Retirement savers in their mid-40s and early 50s have been urged to think twice about accessing their pension to invest in buy-to-let property.

Diversifying your savings
November 11, 2019
Diversification is such a commonly-used term in relation to savings and investments that it can sound like a buzzword, but the basic idea behind it is simple enough.

The dangers posed by pension scams
November 11, 2019
Cold calls, time-limited offers and claims of guaranteed returns are among the tactics being used to tempt pension savers into risking their retirement income.

Wealth Knowledge, November 2019
November 11, 2019
New statistics from HMRC reveal that 26,550 people had pension contributions that exceeded the £40,000 annual allowance last year – up from 18,500 in 2016/17.

Is it the right time to move house?
October 9, 2019
It’s a difficult time to make big financial decisions, and moving house is no exception.

Valuing a business
October 9, 2019
In most lives, there comes a moment when we think about what needs to change to ensure the future will be financially secure.

Wealth Knowledge, October 2019
October 9, 2019
Around a quarter of people over 60 and in employment are believed to be opting out of saving into workplace pensions through auto-enrolment, a report claims.

Wealth Knowledge, September 2019
September 27, 2019
The amount of pension contributions that can be made tax-free in a year stands at £40,000 in 2019/20, but this is restricted for higher earners by the tapered annual allowance

Pensions and Passing on Wealth
September 27, 2019
When pension freedoms were introduced back in April 2015, new inheritance tax planning rules slipped under the radar for some.

Ethical Investments
September 27, 2019
From vegan food and recycled fashion to green energy suppliers and plastic-free packaging, products with an environmental or social focus are becoming ever more popular.



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