Monthly Archives: December 2021

Self-Invested Personal Pension Schemes

A flexible, tax-efficient way of saving for your long-term future

Saving for your retirement is one of the longest and biggest financial commitments you will ever make. Imagine you are retiring today. Have you thought about how you are going to financially support yourself, and potentially your family too, with your current pension savings? If appropriate to your situation a Self-Invested Personal Pension (SIPP) could be an option to consider as part of your overall retirement planning.

Inheritance Tax

What will your legacy look like?

Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.

Recognising a scam

Scammers present themselves as an authority you can trust

If it seems too good to be true, then it probably is. Every year, millions of people are targeted by scammers. There are many different types of scam, however they all share one thing in common; they are all dishonest ways for people to make money, using deception to trick people into handing over hard-earned cash.

Cash flow is king

Making sure you don’t run out of money before you run out of life

No two people have identical financial circumstances, which is why it’s essential you have a custom financial planning solution that meets your individual needs and goals. Planning for financial success can be complicated in today’s world.

A fundamental part of a sound financial plan

Are you protecting what matters most against the financial impact of a life-changing event?

Are you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic number of deaths. The pandemic has made many of us realise the importance of having life insurance as a fundamental part of a sound financial plan.