As your personal circumstances and legislation change, we believe that it is important to keep you up to date with the latest information. We do this by providing you with:
This year has seen the long awaited implementation of two major pieces of legislation. I am not sure ‘long awaited’ by whom exactly, other than the regulators and, whilst their …
Continue reading “MiFID II and GDPR – Don’t We Just Love Those Acronyms!”
There is a massive advice gap in the UK with, apparently, only 28% of people engaging with a professional adviser, whether a financial planner/adviser, accountant or solicitor. For those that …
We have recently updated ‘Our Investment Philosophy and Strategy’ paper. I would encourage you to have at least a broad understanding of the research behind, and factors inherent, within the …
Continue reading “Our Investment Philosophy and Strategy Paper”
The Office for National Statistics (ONS) has updated the average life expectancy tool on its website, based upon the 2014 UK population tables. It can be found at http://visual.ons.gov.uk/how-long-will-my-pension-need-to-last/ Enter your …
When pension benefits first come into payment, how does an ‘emergency’ tax code work? Any pension benefits (in excess of any tax free cash taken) are taxed as income under …
Continue reading “‘Emergency’ Tax Codes and Pension Withdrawals”