Blog Posts

The 2015 Budget breakdown

The budget has just happened, and there is a lot to take in. We’ve condensed some of the main points.

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Compliance cut-off approaches for automatic workplace pension enrolment

In 2016, over half a million companies will need to have their automatic enrollment workplace pension schemes in place.

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End of year tax planning checklist

The end of the tax year means different things to different people. For many of our clients, tax is a huge burden. Therefore, we do our best to find solutions to enable our clients to live more comfortably, knowing that their tax is being managed accurately, efficiently and professionally.

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Minister acknowledges “pension freedom day” risk

6th April has been dubbed “pension freedom day”. It signals the time when millions of people will get access to their pensions savings, freeing them of financial restrictions. Meanwhile, pensions minister Steve Webb has acknowledged that the pension reforms are a calculated risk. Webb is overseeing the biggest shake-up in pensions for decades.

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April Pension Reforms: Pensions V.S. ISAs

One question that comes up time and time again with our financial advisors is “which performs better: pensions v.s. ISAs?” The question is difficult to answer in the abstract, and with the UK pension reforms on their way expert knowledge is limited. Therefore, we’ve constructed this guide that pits the new 2015 pension with the […]

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Is the golden rule of retirement planning sufficient?

With the government on the verge of providing greater pension flexibility, many people are understandably concerned about whether their existing retirement plan is sufficiently robust enough for the future.

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Five risks of the UK pension reforms

The way you access your retirement in Britain is changing in May, with Chancellor George Osborne set to allow people to choose when and how they. In our last post, we looked around the world to see how pensions vary, and to what extent different pension schemes are successful. In this blog post, we put […]

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The British annuities shake-up: a global perspective

Pensions in the UK are set for a shake-up in April with greater freedoms for defined contribution pension holders to choose how and when to withdraw – once they’re over the age of 55. Although this might sound like a dream come true for those who’ve been hoping for greater pension flexibility, some have questioned […]

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The election and your inheritance

We think 2015 is going to be a good year for a number of reasons – one being the General Election. One hot-button topic that we’ve been following in the run up to May is inheritance tax. Each of the parties has their own strategy for dealing with inheritance tax, so we’ve created this unbiased, […]

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