Now is the time to engage with ‘at retirement’ clients
This article first appeared in Professional Adviser. Based on their own day-to-day interactions with clients, advisers often assume that it’s the…
Stamp Duty Boom: Where Next For The Property Market In 2021?
The property market has been on a roll in recent months, but whether or not this can continue into 2021 remains to be seen, with the Stamp Duty cut…
RPI On The Way Out: Here’s How It Will Affect Pensions
Chancellor Rishi Sunak announced in his Autumn Spending Review that the retail prices index (RPI) will be effectively abolished in 2030. While this…
How To Protect Yourself From The Proposed Capital Gains Tax Hike
If you are an investor, own a second home or regularly sell high-value assets, you could soon have to pay a lot more tax. Advisers to the Government…
Equity Markets Riding High On Vaccine News – But What Does It Mean For Your Investments?
Equity markets have climbed to record highs in the last few weeks, with investors scrabbling to reposition portfolios after news of a vaccine for…
Revealed The Wellbeing And Emotional Impact Of Financial Advice
It should come as no surprise that we believe financial advice adds real value to the lives of our clients. While the financial benefits of advice…
The Benefit Of Family Financial Planning
Money can be a taboo subject, even among families. However, talking openly about money, financial goals and aspirations can help different…
Balancing Investment Risk And Reward: What Should You Consider?
We know that investments come with risk and the value of your investments can fall. With risk linked to potential rewards, it can be difficult to…
Underestimating The Amount You Need In Retirement: How A Mid-Life Check Can Help
Do you know how much you need to save into your pension for the retirement you want? Millions of pension savers are underestimating how much they’ll…
