Tag: IFA

Britain’s ‘Queen of Crime’, novelist P D James left more than £22 million in her will when she died last November, probate records show. As well as writing 20 books and working as a senior…

1. Using an advisor saves you time and hassle. Applying for and being offered a suitable mortgage at a competitive rate can be quite a saga. Recent changes in regulations mean that lenders must follow strict…

As the end of the tax year approaches and the new pension rules come into effect in April, here at Marchwood IFA we have identified 7 reasons why you might want to consider making the…

Recent excitement in the media about self-build properties has focused on the latest construction material to be used successfully – namely straw. The first straw houses to be offered on the open market in the…

ISAs – or Individual Savings Accounts to give them their full name – have always been a tax-efficient way of holding cash, shares, bonds and collective investments such as unit trusts. They are about to…

When you retire, your pension does not, in itself, provide an income to support you. In fact you have to make some key decisions about how to convert your pension ‘pot’ into an income stream;…

(And how can critical illness insurance help you meet them?) Macmillan Cancer Support has released a report which forecasts that, by 2020, nearly half the UK population will get cancer at some point during their…

More than 1 in 3 people (38%) who have a private pension have never reviewed their plan, according to new research from Duncan Lawrie Private Bank. Women seem to be less conscientious than men in…

You may have seen articles in the national press about how people in retirement who are ‘asset rich’ but ‘cash poor’ - i.e. they own a valuable property but have a relatively low income -…

Are you – or is someone you know - approaching retirement age and interested in maximising the income you could get from your pension? Open Market Option Purchasing an annuity allows you to convert your…