Six Ways to Transfer Wealth Financial planningFor individuals Six Ways to Transfer Wealth It’s been easy to look at the news headlines over the past two or three…Diane PhillipsNovember 20, 2013
Is tax-free cash under threat? For individuals Is tax-free cash under threat? The Pension Policy Institute recently published a paper on the inequalities of the tax relief…Diane PhillipsNovember 20, 2013
Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots Financial planningFor individuals Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots If you are lucky enough to have a pension pot or a pension plan that…Diane PhillipsNovember 20, 2013
Are you investing in Active Funds? Be aware… Financial planningFor individuals Are you investing in Active Funds? Be aware… A recent report has highlighted that savers are losing significant sums of money by investing…Diane PhillipsOctober 16, 2013
Why should I make a Will? Blog Why should I make a Will? In this modern age of complex financial affairs, extended families and increased litigation, making a…Diane PhillipsOctober 16, 2013
How to ensure you aren’t paying too much tax… For individuals How to ensure you aren’t paying too much tax… Are you one of the many individuals struggling to complete your online tax return in…Diane PhillipsOctober 16, 2013
Savers are being hit by low interest rates and high inflation For individuals Savers are being hit by low interest rates and high inflation The Bank of England base rate has been set at 0.50% for over 4 years…Diane PhillipsSeptember 16, 2013
What you should know about buying a pension income Financial planning What you should know about buying a pension income What should you consider when securing an income in retirement? The economic crisis in 2008…Diane PhillipsSeptember 16, 2013
Filing deadlines – don’t get stuck with a penalty!! For businesses Filing deadlines – don’t get stuck with a penalty!! In addition to the two standard £100 late filing penalties, HMRC now have the ability…Diane PhillipsSeptember 16, 2013
Are you looking to retire soon? You should read this first For individuals Are you looking to retire soon? You should read this first It is crucial that you understand that your existing pension provider will not necessarily be…Diane PhillipsAugust 15, 2013