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Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
March 27, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part II) 3>

Continuing on with our previous article on Money Saving Tips in 2018, we’re looking here at more ways you can improve the savings you can make on your tax bill. Gifting (Tax & Inheritance) Many…
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Financial adviser in Nottingham going over financial reports with a calculator
Financial Planning
March 20, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part I) 3>

With April 5th soon approaching, our clients in Nottingham and further afield have been asking us (their financial advisers) about how to take advantage of any potential tax reliefs or allowances. Whilst the markets and…
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Another picture of Big Ben overlooking the bridge
Taxation
March 12, 2018

10 Powerful Ways You Can Save On Tax 3>

When we give financial advice to our clients in Lincoln, tax is often an area where we heavily focus on discussions. The good news is there are many ways you can lower your tax liability,…
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A financial adviser in Nottingham prepares to write a cheque
Pensions
February 1, 2018

Considering A Pension Withdrawal? Bear These 4 Principles In Mind 3>

As an independent financial adviser in Stamford, we hear a range of ideas from clients about what they want to do with their pension withdrawals. Some popular examples include: Investing the money to produce more…
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Grandpa plays with his two grandkids
Pensions
September 11, 2017

Retirement – running out of money 3>

You’re hoping to retire in the near future but, understandingly given the historic low level of interest rates, are not attracted to annuities for your pension pot. So how can you ensure you can make…
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An IFA in Newark writes a cheque
Financial Planning
September 6, 2017

Bereavement Benefits 3>

The bereavement support payment has now replaced the previous bereavement payment, bereavement allowance and widowed parent’s allowance benefits. The initial lump sum payable is higher, but the monthly benefit is lower. For those without dependent…
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The word "pension" on nice, browned paper
Pensions
August 6, 2017

Pension scams 3>

This is the practice of luring pension holders into moving their pension funds into unregistered schemes with the offer of high returns or early access to their funds. Millions of pounds has been lost to…
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Grandfather with two grandchildren, illustrating the importance of later life planning and drawing upon the wisdom of a financial adviser to help you enjoy retirement
Investments
August 1, 2017

Is It Time To Review Your Investments & Savings? 3>

If you have investments and savings it is important you review them on a regular basis to ensure they are performing well and to decide whether it could be beneficial to make changes to your…
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Another picture of Big Ben overlooking the bridge
Financial Planning
July 25, 2017

Have you money or other assets abroad? 3>

Recently, the government made changes to international tax compliance regulations that created an obligation on ourselves, as your financial adviser, to tell you: that HMRC will soon be getting data on overseas financial accounts and…
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