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The Treasury has forecast that it will receive an additional £5.1bn in tax by April 2019 as a result of the pension legislation introduced in 2015. Originally, it had estimated that the tax resulting [...]
ISAs AND INHERITANCE TAX – KNOW THE FACTS ISAs are a great way to save, and there are now several types, each designed to help young and old, home buyers and children save for [...]
Overall, the stock market has been generous over the course of the past eight years or so. This optimism continued into 2018, with further strong gains seeing equity indices around the world soar. This [...]
Intergenerational fairness is never far from the news headlines these days. The issues are becoming widely known and frequently debated. The Equality and Human Rights Commission recently published a review which stated that today’s [...]
FINANCIAL ADVICE FOR THE 'SANDWICH GENERATION’ It’s estimated that up to 17 million people1 are finding themselves part of what’s come to be known as the ‘sandwich generation’ – those who are looking after [...]
INCREASED LIFE EXPECTANCY MEANS THAT PEOPLE RETIRING AT 65 TODAY CAN REASONABLY EXPECT TO LIVE ON INTO THEIR 80s IF NOT LONGER, AND SOME CAN EXPECT TO LIVE TO 100. HOWEVER, WHEN IT COMES TO PLANNING FOR RETIREMENT PEOPLE CAN UNDERESTIMATE THE ODDS OF REACHING A GREAT AGE, AND [...]