Month: July 2019

Give a triple boost to your children


Don’t miss out on this little-known tax rule

For those parents who have spare cash, putting money into their children’s pension will boost the retirement prospects of their offspring. The money will be topped up by the addition of tax relief and could also earn their children a tax refund if they are higher rate taxpayers and reduce the penalty they face if they are a higher earner receiving child benefit.

Investing for income, growth or both in retirement


Turning on the taps for an extra income stream to help you realise your ambitions

The best time to start investing was 20 years ago. The second best time to start investing is now. But as you have been building up your investment wealth over the decades, in all likelihood you’ve probably pursued growth above all else, looking to maximising the value of your savings.

What’s your magic number?


Your five-year plan to a comfortable retirement

Retiring is a huge life event. And the very concept of retirement is changing with phased retirement becoming more common. The way we access our pension is now a lot more flexible, and it’s no secret that in the UK we’re living longer than ever before which means we need to make the right choices.

Show me the money


Turning pensions into money you can use

Today, you’ve got a number of options and permutations available when it comes to what to do with your pension in retirement. But lots of choice can also mean increased confusion.