Monthly Archives: September 2015

Funding a comfortable retirement

Taking steps to plan for a better future Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements. Yet many people spend more time planning their holiday

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Parents massively underestimate student debt

Helping children financially through university may mean resorting to drastic measures Parents are still very much in need of a reality check when it comes to the true costs of a university education according to the latest annual student debt

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Estate matters

Structuring your affairs efficiently means starting the correct planning early enough Inheritance Tax (IHT) is payable by some people that, for the most part, could have been avoided. If you want your estate to go to your loved ones with

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Is cash really king?

Retirees exploit new pension freedoms Since 6 April this year, anyone aged 55 or over could – in theory – empty their money purchase pension funds entirely, although any withdrawals will be treated as income and taxed as such. Nine

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Suits you sir!

Over-50s changing the way they work in later life If you are approaching your 50s, you may be considering your retirement options. Perhaps you want to work flexible hours and work when it suits you; you might want to be ‘your

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The critical factor

Would a tax-free ‘lump sum’ help if you became seriously ill? Most home buyers purchase life assurance when they arrange a mortgage, but many overlook another form of financial protection that they are potentially more likely to need prior to

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