Tag: savings

Brains versus brawn; is a university education worth the investment?

29th Aug 2017

Brains versus brawn; is a university education worth the investment?

Tags: Chichester-based IFA, disposable income, equity release, financial advice, financial services, household, IFA, income, investment, later-life, local IFA, MarchwoodIFA, retired, retirees, rich and poor gap, savings, university education

Falling income; budget and savings planner

27th Jun 2017

By Hamish Gairns

Falling income budget and savings planner

Posted in Financial Planning

Tags: buget, finance plan, IFA, income, Independent Financial Advisor, interest rate, ISA, Lifetime ISA, living costs, loans, minimum wage, mortgage, NLW, pension, savings, wages

Protecting nest eggs

28th Apr 2017

By Hamish Gairns

Protecting nest eggs

Posted in Investments

Tags: contributions, death benefits, flexible drawdown, help to buy ISA, homeowner, income, Investments, Lifetime ISA, pensions, retirement, savings, whole of life policy

ISA allowance for this tax year FY16 runs out soon

7th Mar 2017

By Richard Smith

ISA allowance for tax year 2016 runs out soon

Posted in Investments, ISA

Tags: Cash ISA, current tax year, expert, fy16, FY16/17, IFA, inheritance tax, investment, ISA allowance, savings, Stocks and Shares ISA

Time to assess finances before the tax year changes

19th Jan 2017

By James Mayne

Time to assess finances

Posted in Budget summary

Tags: autumn statement, equity release, Equity Release Council, ERC, first time buyer ISA, help to buy ISA, income, lifetime mortgage, Living Inheritance Planning, mortgages, pension pots, savings, savings bond, tax-free allowance

2016 roundup and what to expect in 2017

16th Dec 2016

By Hamish Gairns

2016 roundup

Posted in Budget summary

Tags: autumn statement, budget 2016, capital gains tax, Chancellor, corporation tax, Hammond, help to buy ISA, housing demand, housing market, IFA, Isas, landlord tax, LEP, Osborne, pension pots, retirees, savings, savings bond, spring budget, stamp duty

Autumn Statement

29th Nov 2016

By Richard Smith

Autumn statement

Posted in Budget summary, Investments

Tags: autumn statement, Chancellor, family, GDP, income, infrastructure, insurance premiums, living costs, pensions, savings, technology, transport, wages, work

Time is money and the money is yours

21st Jun 2016

By Hamish Gairns

Time is money and the money is yours

Posted in Investments

Tags: cohabiting, investment, ISA, lifetime mortgage, money, mortgage, pension, retiree, saving, savings, stamp duty

Protecting pension pots

26th May 2016

By Richard Smith

Protecting pension pots

Posted in Pensions

Tags: auto-enrolment, company, Financial Services Compensation Scheme, FSCS, HM Revenue and Customs, HMRC, IFA, Lifetime Allowance, LTA, Opt in, Opt out, pension, pension pots, Pension Protection Fund, pension schemes, pensioner, pensions regulator, PPF, private, retiree, saver, savings, State, the Economist, workplace

In your 60s? Equity release might improve your retirement.

29th Jun 2015

By Hamish Gairns

Are you over 60 years of age or do you have elderly parents that could benefit from releasing capital from their home? Equity release might improve your - or their - retirement lifestyle. Are you…

Posted in Equity Release

Tags: downsize, equity release, pensions, retirement lifestyle, savings