A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found that less than half of married couples have an LPA. If it’s something you don’t have in place, here are […]
Space exploration is pushing new boundaries and more than six decades after Yuri Gagarin became the first man in space, historic launches and exciting milestones continue to capture public imagination. Yet, like financial planning, the period after reaching a goal requires just as much attention as those that garner coverage. On 23 August 2023, India […]
While the State Pension may not be your main source of income in retirement, it’s often an important one. If you’re not on track to receive the full amount, there might be things you could do to boost it. For 2023/24, the full new State Pension is £203.85 a week, adding up to around £10,600 […]
A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find out what you need to know about Income Tax in retirement and how you could manage your tax liability. According to the Independent, in 2023/24, 8.5 million over-65s are paying Income Tax […]
When you access your pension, you can often take a tax-free lump sum. While this may seem an attractive way to fund your early retirement plans, there are some essential things you need to consider first. You can usually access your pension from the age of 55, rising to 57 in 2028. You can typically […]
Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how you could improve tax efficiency. Now, read on to discover why reviewing your investment portfolio is a crucial part of managing your assets over the long term. Reviewing your investments too frequently […]
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Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
