Residence Nil-Rate Band
Financial Planning
June 2, 2017

What is the Residence Nil-Rate Band? 3>

In April 2017, a new inheritance tax nil-rate band of £100,000 was introduced, this covers the main residence or other qualifying property the deceased lived in when it is passed to descendants. The new residence…
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Guide to Retirement Tax
May 26, 2017

A Guide to Retirement Tax 3>

Retirement brings along a lot of changes, such as changes to your routine, to your income and changes to amount of tax you have to pay. As an Independent Financial Adviser in Lincolnshire and across…
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Planning and Funding for Long-Term Care
Financial Planning
May 18, 2017

Planning and Funding for Long-Term Care 3>

Covering the cost of long-term care for you or a relative can be costly, especially if you have not planned for it. For this reason, it is imperative that you consider and implement a plan…
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May 3, 2017

A Guide to Collective Investments 3>

With a collective investment your money is pooled, along with that of other investors to create a large capital sum. Collective investments or unit trusts, investment trusts or open ended investment companies (OEICs) as they…
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Independent Financial Advisor in Lincoln discusses income protection - picture of coins
April 17, 2017

Self-Employed Advised to Plan for Retirement 3>

It is the case that many self-employed workers do not have sufficient pension saving plans in place to provide an income for their retirement. While many employed workers have had the opportunity of auto-enrolment workplace…
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Retire Comfortably
April 10, 2017

How Much do you Need for a Comfortable Retirement? 3>

When it comes to retirement and the amount of money you will need to live comfortably in your later years there are no hard and fast rules and the amount will vary depending on your…
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Big Ben - Financial Advisor in Lincoln discusses the new Spring budget
April 5, 2017

Spring Budget: How Could it Affect your Savings and Pensions? 3>

Chancellor Philip Hammond recently announced plans for the Spring budget, as part of these plans new rules on pensions, individual savings accounts (ISAs), income tax and inheritance tax (IHT) are set to come into force…
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Independent Financial Advisor in Lincoln discusses income protection - picture of coins
Financial Planning
March 24, 2017

Is your Family’s Financial Security Protected Should the Worst Happen? 3>

Discussing death or illness is never a subject any of us really want to talk about, but it is an important one and one that should be planned for before it's too late. Income protection…
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Independent Financial Adviser in Nottingham discusses pension funds
March 17, 2017

Pensions 2017: How Changes May Affect You 3>

This year is likely to witness many changes that could affect your pensions, such as Brexit, a threat to tax relief and the change to the state pension age, but how could these changes affect…
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Independent Financial Adviser in Lincoln discusses nest eggs
March 13, 2017

Build a Nest Egg for when your Children need it 3>

The thought of a child flying the coop and leaving the family home can be a daunting thought for parents, with many asking how will their fledgling cope financially. Parents and family members often do…
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