Monthly Archives: May 2017

Savers ‘banking on ISAs’

Weighing up the tax-efficiency versus flexibility More than one in three retirement savers[1] are planning to rely on Individual Savings Accounts (ISAs) for the majority of their retirement income.

Posted in Investment Tagged with: , , , , , , ,

Inside the mind of a scammer

Tactics investment fraudsters use to deceive over-55s The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities are genuine before they part with their money. This comes as new research[1], commissioned as part of the FCA’s ScamSmart

Posted in Uncategorized Tagged with: , , , ,

Advice matters

Do you have the time to keep fully up to speed with everything that’s going on? With a burgeoning choice of products on the market, and considering the busy lives we all lead, it can be difficult to find the

Posted in Financial planning Tagged with: , , , , , , ,

Navigating markets

UK and European investment company managers comment on the outlook post-Brexit On Wednesday 29 March, Article 50 of the Treaty of Lisbon was triggered, formally notifying the EU that the UK intends to withdraw from membership and starting the clock

Posted in Investment Tagged with: , , , , , ,

Golden years

Key to a positive retirement lifestyle Unfortunately, some individuals do not realise the importance of planning for their retirement. The amount of money saved for retirement will eventually have a profound impact on how we live our lives and our

Posted in Retirement Tagged with: , , , , , , , ,

Passing on wealth without further tax charges

Over-55s risk falling prey to the inheritance ‘sibling tax trap’ On 6 April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less Inheritance Tax to be paid in situations when a family home is

Posted in Estate planning Tagged with: , , , , , ,