A trust may be one of those financial tools you’ve heard of but know little about. In some circumstances, they can be an excellent way to help manage assets and reduce tax liabilities. However, it’s important to understand what they are and where setting up a trust can be useful before proceeding. What is a […]
Three years after the Brexit referendum, it’s still uncertain how and when the UK may leave the EU. With political turmoil, highlighted by the recent EU election and Theresa May stepping down as Prime Minister, you might be worried about how Brexit is and will affect your finances. Held on 23rd June 2016, the Brexit […]
As we make financial plans, it’s often necessary to make some assumptions. Perhaps you’ve factored in a few pay rises before retirement or calculated what investments can expect to return. But research indicates some people could be relying on receiving an inheritance with little information about it to reach their aspirations. If you’re expecting to […]
It’s understandable that young workers struggling with multiple financial commitments might be tempted to opt out of their pension. But research indicates taking a break from paying into a pension for even just a couple of years could mean losing out on thousands of pounds towards retirement. Whilst it’s an issue that may not relate […]
Thousands of retirees are shunning Annuities when they reach retirement age. Instead, they’re taking advantage of the opportunity to access their pension savings flexibly. It can be a fantastic way to match your income and lifestyle, but figures suggest many are withdrawing unsustainable amounts. There are many benefits to taking your pension flexibly. However, you […]
Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want to retire, how to take an income, and what you want to do after you’ve given up work. Whilst more flexibility has certainly been welcomed, it can present you with some challenging decisions […]
If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.
Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
