Blog Posts

Five Top Retirement finance suggestions

Our Hertfordshire retirement planners are often asked by our clients whether they have the financial capacity to implement their retirement plans. In this article, we’ll go through five of the top financially related retirement pastimes and assess their merits. If you’re thinking about how you’re going to occupy your time through your retirement, here are […]

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Financial planners speak: Is your current scheme the best for pension death benefits?

According to many financial planners, this government has changed more with respect to pensions than any other in a century. Greater pension flexibility has seen anybody over the age of 55 now able to withdraw any amount of money from their pension pot whenever they like.

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New UK financial advice opportunities explode from pension reforms

This month, on 6th April, the pension reforms are implemented, and those offering UK financial advice are ready to help. The main change that pension holders will notice is that they’ll see greater flexibility to do what they want with their pension pots.

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Lifetime pensions allowance cut to £1 million

The Chancellor George Osborne’s budget statement last week was full of surprises. For a comprehensive list of what was announced, please refer to our earlier summary of events, here. One of the proposed measures Mr. Osborne outlined caused ruffled feathers with the investment and pensions community. He has plans to cut the lifetimes pensions allowance […]

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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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