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Business Owners
June 21, 2023
Business Owners
Securing your retirement as a business owner
A pension can allow you to extract wealth from a business tax-efficiently, which can build up over time to help with your long-term financial plan.
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June 20, 2023
Business Owners
How to take income from your company
Deciding how to take income from your company can be hard. I've covered the pros and cons of salaries, dividends and employer pension contributions.
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January 16, 2023
Investments
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
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January 16, 2023
Investments
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
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January 16, 2023
Investments
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
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January 16, 2023
Estate Planning
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
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January 16, 2023
Estate Planning
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
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January 16, 2023
Estate Planning
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
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January 16, 2023
Estate Planning
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
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January 16, 2023
Protection Planning
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
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January 16, 2023
Protection Planning
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
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January 16, 2023
Protection Planning
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
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January 16, 2023
Industry Insights
Upping contributions by inflation could increase savings pot by £124,000 over 40 years
Upping investment or pension contributions in line with inflation can increase the size of saving pots by up to £124,000 over 40 years.
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January 16, 2023
Industry Insights
Government urged to ban pension switching incentives
Cash incentive offers make savers more likely to ignore the fine print and switch their pension to a worse option.
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January 16, 2023
Industry Insights
Almost half of Brits worry about pensions due to political instability
Follow-up research into proposed changes from the Budget also found that 61 per cent of people had not heard of the pot for life reform.
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January 16, 2023
Industry Insights
Half of under-50s have doubts over future of state pension
Half of under 50-year-olds believe there probably won’t be a state pension by the time they retire.
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January 16, 2023
Industry Insights
Savers concerned about ‘reality’ of lifetime provider proposals
51% said they are worried that a member choice model could widen the pension gap between those who are financially confident and those who aren't.
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