Latest News

Income seekers

Not putting all your eggs in one basket Everybody has investment goals in their life, from the old adage of saving for a rainy day to planning a comfortable retirement. There are many reasons why investors might seek an income stream from their investments, for example, to pay for a dependant’s education, supplement a pension or fund the cost of care,…

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Can you afford to retire?

Making the most of the next chapter in life Pensions can seem complicated, but the basic idea is a simple one. And increasingly, if appropriate, people are turning to private pensions as a tax-effective way to increase their retirement income. Once you’ve decided to start saving for retirement, you need to choose how you’re going to do it. The precise amount…

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So you think pensions are only for older people..?

Make the most of the early years and maximise from the power of compounding Retirement might seem a long way off, so it’s easy to understand why saving for retirement isn’t a priority in your 20s – a decade when advancing your career, not planning for the end of it, seems more important. But, youth is a huge advantage when it…

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Top Rated UK Financial Advisers – VouchedFor 2019

Thanks to you, our valued clients, Russell was noted as being one of the UK’s Top Rated advisers for 2019, following a review conducted by VouchedFor, the UK’s leading ratings site for financial & legal professionals. As well as being endorsed by at least ten clients, each adviser has been checked by the Financial Conduct Authority’s register as well as undergoing checks and ongoing…

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Wealth Journey

Planning your long-term investment objectives Selecting the most appropriate investment products and undertaking the right planning at the right time to minimise the amount of tax you pay are key to accumulating wealth over the long term. Add to this general economic factors, business conditions and political events, these are just some of the things that can cause uncertainty and volatility…

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Business freedoms

Contemplating a long-term self-employed future? Self-employment enables you to exercise your sense of freedom in business decision-making and to choose your own business path. There are many benefits to becoming a self-employed freelancer or running your own business: the flexible hours, the option to work from home, no fixed holiday allowance, and, of course, being your own boss. But it’s vital…

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State pension

Move to equalise male and female pension ages Women will now start to qualify for the State Pension at the same age as men, currently set at 65. The move to equalise male and female pension ages began 25 years ago and has been gradually phased in. Your State Pension age is the earliest age you can start receiving your State…

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Managing risk

Pensioners ‘in the dark’ over how to protect their pots if markets tumble Many retirees are at risk of overlooking their pension finances by falling into an avoidable trap, according to new research. A third (36%) of people keeping their pension invested through retirement could be hit harder by falling markets as they do not have a cash safety net to…

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Supporting a worthwhile cause – WOMAC

Last night Russell, Matthew, Rebecca and Georgia attended an event at the Law Society in Chancery Lane, London in order to support a very worthwhile charity: WOMAC – Women on the Move Against Cancer. WOMAC supports different cancer projects each year and in 2019 the focus is supporting research into better understanding of, as well as supporting those diagnosed with, Epithelioid…

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Persistent presenteeism

Employees reluctant to stay at home when ill Workplaces are suffering from persistent presenteeism as up to 28 million employees may be coming into work when ill. Presenteeism remains a pervasive problem in UK office culture, as nearly half (47%) of employees surveyed reveal they didn’t take a sick day, according to new research[1]. Minor illness While there has been a…

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