News and Articles

Private Medical Insurance: A Short, Simple Guide

By | Insurance | No Comments
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…
Guide to Retirement Tax

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

By | Pensions | No Comments
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…
Financial adviser in Newark going over his diary for the day with a coffee

Which is better for retirement: annuity or income drawdown?

By | Pensions | No Comments
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…

Should you rely on an inheritance to fund your retirement?

By | Taxation | No Comments
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…