A national saving and investment survey has shown only 7% of people have spoken to their parents about inheritance.
Talking about your will – don’t be one of the 93%
Andrew Day
March 2018
Did anything happen to make the world smile in February? Absolutely – unless you were waiting in the queue at Kentucky Fried Chicken where, sadly, the bargain bucket was replaced by the empty bucket.
Highlights from the Lonely Planet ‘Best in Travel 2018’ – ready to rewrite your bucket list?
We all have bucket lists of one form or another and high up on a lot of people’s lists are various travel experiences.
Death Benefit Rules for Investment Based Pensions
The flexibility and the tax charges that apply to benefits paid on the death of a pension scheme member changed with effect from 6 April 2015
What does Open Banking mean regarding your personal data?
Banks have contacted customers to inform them that information can be securely shared with other firms if the customer gives permission.
4 tips for keeping your books in order in 2018
Whether you’re someone who prides themselves on having their accounts in order every year, or you’ve just had yet another last-minute scramble to submit your tax return before the deadline at the end of January, the start of a new calendar year is a great time to review your books and ensure they’re all in order for the twelve months ahead.
What is the pensions advice exemption?
Pensions information and advice which employers provide to their employees are unlikely to result in a tax charge on an employee benefit.
Hints that interest rates could rise
The Bank of England has indicated that the pace of interest rate rises could speed up if the outlook remains positive.
The next steps in Auto-Enrolment
A recent statement from the government has announced plans to extend the automatic enrolment scheme so that it applies to all workers aged 18 or over by the mid 2020s.
February 2018
The first month of 2018 was a good one for the major stock markets which we cover in this Bulletin.