Monthly Archives: February 2017

Millions change retirement plans post–EU vote

Turbulence in the economy has left many feeling confused The UK’s decision to leave the EU has left over two million[1] people planning to change their retirement plans.

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Safeguarding wealth for future generations

New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.

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Pension booster

Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set the Right Goals study from Zurich UK found that those that set specific goals for

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