If I Knew Ten Years Ago What I Know Now… 4 Steps for Successful Retirement Planning

We all imagine a retirement rich in sun-soaked holidays, cultural experiences, rounds of golf and memberships at luxury leisure clubs.  However, many people we meet have unrealistic expectations of what their savings and investment pots can provide. Why is this? There may be many reasons, however, in my view a failure to understand how expensive…
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Investing in the Face of an Election – Top Tips

Investing in the face of an election

The past couple of years have seen significant political volatility and economic uncertainty. With another general election looming, and the potential for significant taxation changes on the horizon, it can be tempting to hold off from making any significant financial decisions. Here we give three tips on how to approach a general election from an…
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New Report Highlights Retirement Styles and Their Cost

A new report has revealed the amount of money individuals and couples will need in order to access different styles of retirement. The Retirement Living Standards report, produced by the Pensions and Lifetime Saving Association (PLSA), has been developed to help individuals paint a better picture of the kind of lifestyle they could have in…
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Not Saving Enough Tops List of Biggest Financial Regrets

A survey has revealed some of the biggest financial regrets held by individuals, with not saving enough found to be the most common concern. The research by Interactive Investor into the habits of those in and approaching retirement found that nearly a third (32 per cent) of non-retirees regretted not saving enough, with poor investment…
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Inheritance Tax Receipts Reach £5.4 billion

Statistics released by HMRC in September 2019 have shown a record £5.4 billion in inheritance tax (IHT) receipts. The figures, which relate to the 2016/17 tax year, revealed that 28,100 estates paid inheritance tax during the 12 month period. Compared to the previous year, the number of estates liable for IHT increased by 15% and…
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