News

Separation and divorce
February 1, 2019
Getting married or entering into a civil partnership is a moment to cherish, and with it comes both an increased emotional and financial bond. But what happens if things don’t work out?

Wealth Knowledge, Feb 2019
February 1, 2019
-Over-50s are open to a transitional retirement -Think tank proposes tax changes to hit the wealthy -Pensions cold-calling ban takes effect -Savers hit by avoidable ISA tax charge

Why you need personal insurance
January 6, 2019
Insurance can often seem a strangely intangible product. It’s something that affects the future more than the present, and provides a safety net rather than an immediate reward. Find out about financial protection for you and your family.

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.



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