Wealth Management

Two thirds of UK adults have not checked their credit report in the last five years, according to a survey by the Money Advice Service.… Read More »Most Brits don’t know their credit rating

A reduction in the lifetime allowance (LTA) for pension savings could cost savers billions in unexpected tax charges according to research from Standard Life. The… Read More »New lifetime allowance could cost savers billions

The traditional inheritance is becoming a thing of the past as more parents choose to give away assets during their lifetime, data from the Office… Read More »Traditional inheritance altered?

Government ministers, regulators and figures from the pensions industry met last month to discuss how to tackle ‘pension liberation’ fraudsters. The Financial Conduct Authority and… Read More »Pension liberation fraudsters targeted

This 2013/14 guide is intended to help you and your estate planning. Introduction More than £3 billion in inheritance tax (IHT) was paid in 2012/13,… Read More »Safeguarding your estate

A shortage of affordable homes and squeezed incomes has led to a drop in the number of first-time home buyers, according to data from the… Read More »Buy-to-let property investment: do your sums

More than half of those who could, and should, be preparing financially for later life are not saving enough and one in five is saving… Read More »Less than half saving enough for retirement

This guide looks at some important considerations when planning for income in retirement Many people spend time thinking about what retirement might look like financially,… Read More »Successful retirement planning

Research by National Savings and Investments (NS&I) has revealed the amount of money individuals are setting aside has reached its highest level for nine years.… Read More »Are you saving and investing wisely?

In December, HMRC issued a further reminder to the 1.2 million high-earning households that it estimates will be affected by the January 2013 child benefit… Read More »Child benefit changes in force from 7 January 2013