Stock markets have fallen heavily this year, and despite a modest recovery, are still at their lowest levels for five years. Many clients are seeing this as a good time to invest. Other clients are
News
Almost two million children have ‘forgotten’ savings accounts
Posted in News, Right | Posted on 17 Sep, 2019Young adults who qualified for Child Trust Funds when they were born could be sitting on savings accounts that have been accumulating interest for 17 years. Official figures have revealed that almost two million children
Economists warn of a 10-year shortfall in savers’ pensions
Posted in Left, News | Posted on 17 Sep, 2019Economists at the World Economic Forum (WEF) have issued a warning to British pension holders that they could run out of money a decade before they die. The latest report from the WEF suggests that
Do you have good financial protection just in case the worst happens?
Posted in News, Right | Posted on 17 Sep, 2019Anyone who owns a car knows that it is a legal requirement to have proper insurance, which protects both ourselves and other road users should the worst happen. Similarly, most of us will have in
Easy access accounts grow in popularity
Posted in Left, News | Posted on 17 Sep, 2019According to new research from UK Finance, more people are saving their money in easy access savings accounts. The industry body found that deposits held in instant access accounts in June 2019 were 2.5 per
The clock is ticking on Help-to-Buy ISA
Posted in News, Right | Posted on 17 Sep, 2019From 30 November 2019 savers will no longer be able to make new applications for the Help-to-Buy ISA. The short-lived ISA has helped many people on to the property ladder but after this date, no
Spike in final salary transfers
Posted in Left, News | Posted on 17 Sep, 2019Pension savers have used their rights to transfer their ‘final salary’ pension in unprecedented numbers over the past three years, moving £60 billion out of defined benefit schemes since 2016. According to a Freedom of
Bereaved spouses may be paying unnecessary tax on ISAs
Posted in News | Posted on 16 Apr, 2019A new Freedom of Information request has revealed that last year only 21,000 people took advantage of a tax scheme that allows a surviving partner to expand their ISA allowance to include funds from their
Simple paperwork error could see thousands of parents miss out on pension contributions
Posted in News | Posted on 16 Apr, 2019The Chair of the Treasury Committee, Nicky Morgan MP, has highlighted that more than 200,000 parents may face a smaller state pension due to a simple error involving child benefit. In order to receive the
Could a Deed of Variation reduce your inheritance tax bill?
Posted in News | Posted on 16 Apr, 2019Having to deal with estate administration matters after the death of a loved one is hard enough. So, if during the course of sorting out probate, you discover that you are liable to pay Inheritance