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Savings
June 7, 2019

Planning Your Future Care Costs: A Short Guide 3>

In 2014 it was estimated that about 350,000 people in England lived in residential care, yet studies suggest that the UK will need almost 200,000 more care home beds by 2035. Considering the UK has…
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Pensions
June 4, 2019

5 Tips to Help Calculate Your Retirement Income 3>

During your career, working out your income is usually straightforward. For most people, their main source of earnings will be their salary and possibly other income-generating assets, such as dividends, interest and rent from e.g.…
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Financial Planning
May 31, 2019

Are you walking into an inheritance tax trap? 3>

As house prices have risen and inflation has gone up, it is estimated that as many as 800,000 UK homes have now surpassed the value of £1m in 2019. That might sound like purely good…
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Insurance
May 27, 2019

Private Medical Insurance: A Short, Simple Guide 3>

Private Medical Insurance (PMI, or sometimes just called “health insurance”) aims to help you cover your costs if you go to a private doctor for treatment. However, given that most of us have access to…
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Guide to Retirement Tax
Pensions
May 21, 2019

My Final Salary Pension: What is it & should I Keep it? 3>

Perhaps you are starting to think about retirement, have spoken to your employer and realised you have a “final salary pension”. What does that mean? Maybe you have gone on to do some research and…
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Financial adviser in Newark going over his diary for the day with a coffee
Pensions
May 9, 2019

Which is better for retirement: annuity or income drawdown? 3>

Under 2019-20 pension rules in the UK, you are allowed to start taking money out of your pension savings once you reach 55. How you take the money, however, is another matter. Generally speaking, you…
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Taxation
May 1, 2019

Should you rely on an inheritance to fund your retirement? 3>

Did you know that the ONS found that the average inheritance across the UK is about £11,000? The figure jumps to an average of £33,000 for those receiving an inheritance between ages 55-64, but those…
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Taxation
April 29, 2019

Is it Possible to Avoid the Higher Tax Bracket? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Nottingham IFA walks with a grand child through a garden
Financial Planning
April 23, 2019

How to Get Your Estate in Order for Your Family 3>

It is never too early to start planning for the long-term future. This is especially true when it comes to planning your estate. Although it isn’t nice to think about our death, it can actually…
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Financial Planning
April 11, 2019

So many financial planners – which should you choose? 3>

There are generally two steps people go through when it comes to financial advice. First, they ask themselves whether they need a financial planner or adviser. Once they realise that they do, however, next comes…
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