In this case study, we help clients review their finances, handle multiple pensions and manage a potential breach of lifetime allowance cap
UK Bank rate rises are expected to rise in February 2016, despite expectations of inflation returning to target being pushed back further.
Workers over 45 face a nearly £9,000 retirement income gap. Relying on the state pension may still leave them short.
The July Budget saw the announcement that the dividend tax credit will be replaced by a tax-free allowance. Is this the start of more rises?
The end of the third quarter of 2015 was, as all the financial press reported, the worst for global equities since 2011.
It has been proposed that pensions be scrapped in place of a lifetime ISA. Is this simplification idea a good one?
With many people viewing retirement as the opportunity to do the things they have always wanted, we take a look at the UK’s bucket list.
Never was the statement “Markets can fall as well as rise” more true than in August, when virtually all major markets headed down.
On 10th November 2015 10.00am at Bramhall Lane Tennis Club. This seminar covers a diverse range of issues and is ideal for anyone in retirement or approaching this milestone in the coming years.
July was a busy month. Greece held a referendum on austerity – with an emphatic rejection, before a bailout on the same lines as the rejection was finally agreed. The Chancellor delivered his second Budget this year whilst Chinese markets fell dramatically.