News & Events

Information Update - Jan/Feb 2012

I'm pleased to announce that the latest issue is now available to be downloaded. Amongst the subjects covered in this issue are:
Get your finances fit for 2012 - Year-end tax planning tips
More than one third of over-55s have yet to plan their retirement - People become more financially organised in the final years before retirement
Happy ISA Year - Don't miss out on using your tax-efficient allowance
Identifying the most appropriate solution for you - What should you do to reduce, or even eliminate, an Inheritance Tax burden?

To get your copy, click here ...

Information Update No.8 - Nov/Dec 2011

I'm pleased to announce that the latest issue is now available to be downloaded. Amongst the subjects covered in this issue are: Do your retirement numbers add up? Saving to secure the kind of pension you would like to live on
Personal Protection - Could you cope with the unexpected?
Tax Matters - How much of your hard earned money will the taxman get his hands on?

To get your copy, click here ...

Looking to the future?

Without doubt 2008 was one of the most challenging years in recent history in terms of stock market performance, volatility and uncertainty. In these times it’s only natural to be concerned about how this affects the value of your investments.

Act now to make sure you have access to your pensions

Next year the minimum age that you can take benefits from a private or occupational pension is due to increase to age 55 from 6 April 2010.In other words if you’re aged 50 on 5 April 2010, you’ll be able to take your pension benefits, but if you don’t manage to take them by midnight that night you won’t be able to access your pension for up to 5 years.

Increased Maximum ISA Contribution Limits

Enjoy the benefits of tax free investing. Whether you have a lump sum that you’d like to see grow, or you want to invest each month to build up a larger amount for the future an Individual savings account (ISA) could be the ideal choice. Income and gains arising on investments within an ISA are exempt from income tax and capital gains tax.