Wealth Preservation
Reducing Inheritance Tax means taking action now
Shopping Around for a Better Deal
Consumers lost £130 million by sticking with the same pension provider in 2016
Growing Care Costs
Ageing population faces significant funding crisis As part of Budget 2017, Chancellor Philip Hammond announced an extra £2 billion of funding for social care and paved the way for major changes to how people pay for it. But people in the UK are still underestimating the cost of elderly care by £7 billion every year[1], […]
Long – Forgotten Plans
Managing your pension savings effectively and efficiently from a single pot If you’ve worked for two or three different employers, it’s possible you could have a workplace pension from each of them. You might also have set up a personal pension, so they can add up quickly.
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 standard of living in our golden years.
Road to Brexit
Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no one really knows what’s coming next or what it could all mean in the long term.
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 time to keep fully up to speed with everything that’s going on – especially when […]
Fund Raising Event
One of the Directors Nigel Smith recently organised another Sportsman Dinner in aid of Witchford Colts Football Club and EACH (East Anglia’s Children’s Hospices). It was another fantastically supported event with £9800 raised. The guests this year was ex Wales, Arsenal, West Ham and Celtic Legend John Hartson. He entertained the crowd with tales […]
Protecting your finances and well-being
Millions of Britons face financial fallout should serious illness strike It’s easy to think that we will never be diagnosed with a critical illness, particularly when we feel healthy and energetic, but we can fall ill with very little warning.
Origins of wealth
Turning a vision into reality We understand that no two people are alike and that each of us will have a unique set of objectives. As professional advisers, our starting point is therefore always to take the time to truly understand your goals and aspirations and to turn your vision into a reality that creates […]
