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Flat Rate State Pension Blog

Flat Rate State Pension

From 6th April 2016 a new flat rate State Pension will be introduced for everyone,…

Diane PhillipsMarch 5, 2015

A new dawn for Pensions? Blog

A new dawn for Pensions?

A new pension dawn is looming as the pension freedoms take effect this April.  Two…

Diane PhillipsMarch 5, 2015

March Market Commentary Blog

March Market Commentary

At last! A full house, ladies and gentlemen. For the first time since we started…

Diane PhillipsMarch 3, 2015

Over a million cohabitants stand to inherit nothing Blog

Over a million cohabitants stand to inherit nothing

The Law Society has warned that more than a million unmarried couples who are not…

Diane PhillipsFebruary 5, 2015

How Much Income Will I Need in Retirement? Blog

How Much Income Will I Need in Retirement?

Everyone’s idea of what income is needed to provide you with an ‘acceptable standard of…

Diane PhillipsFebruary 4, 2015

How fully will the State Pension fund our retirement? Blog

How fully will the State Pension fund our retirement?

The answer very simply is that the State Pension alone is not enough! For most…

Diane PhillipsFebruary 4, 2015

February Market Commentary Blog

February Market Commentary

The great thing about writing this bulletin is that you make a note of something…

Diane PhillipsFebruary 2, 2015

Video – Pension changes 6 April 2015 Blog

Video – Pension changes 6 April 2015

Who thought this would be possible? We have come across a short video that explains…

Diane PhillipsJanuary 16, 2015

Year end tax planning, some helpful suggestions… Blog

Year end tax planning, some helpful suggestions…

In financial services, this time of year means two things: the Budget and the end…

Diane PhillipsJanuary 13, 2015

New Individual Savings Accounts (NISA) Blog

New Individual Savings Accounts (NISA)

We are now less than three months to the end of the tax year for…

Diane PhillipsJanuary 13, 2015