Financial Advice Blog

Are you pondering early retirement? If so, it may seem like an enticing prospect, but it certainly bears thinking about. Ask yourself these vital questions: – How much will you need to live comfortably in retirement? – Do you have enough in your pension pot to enjoy...

If you’re an investor, it can also be challenging to keep your emotions in check when there’s so much economic and geopolitical noise being reported on a daily basis. It’s highly unlikely that Rudyard Kipling was thinking about investments when he penned his famous...

In current market conditions, many bereaved people are fi nding that the investments they inherited have dropped in value. In a little-known loophole known as IHT share loss relief, it may be possible to claim a tax rebate when certain qualifying investments are sold...

Analysis3 has revealed that stopping or reducing pension contributions, even for a relatively short time such as a year, can have a signifi cant impact on your fi nal pension pot, with savers potentially being thousands of pounds less well off in retirement. Choosing...

With the largest ever intergenerational passing of wealth projected over the next few decades, the need for inheritance advice has never been greater. Intergenerational planning can also help with more immediate financial needs, particularly when generations work...

Some positive news on pensions – research1 indicates that UK consumers are keen to take a greater role in preparing for their retirement and are improving their pension knowledge too. A Link Group survey suggests pensions industry bodies have had some success in...