Here’s the thing. We know you all know how important pensions are. We’ve written about it before on this blog. Lots of other clever people are talking about it. So, we know that it’s something that many people, even young people, are very aware of. However, we’ve had...
Pensions
ADVICE YOUR CAN TRUST
Saving for Future Generations: ISAs, LISAs and JISAs
Saving for the future is an essential part of financial planning. It’s basically the whole reason we do it. Whether it’s saving for your first house, to top up a pension, or to leave something for your children – having financial goals for the future is why we pay...
What Happens to Your State Pension When You Die?
Ann-Marie Matthews, Associate Solicitor at Barker Gotelee. Today, she’ll be going over what happens to your state pension when you die, and how you can claim state pension if your spouse has died. The first thing to remind you of here is that there are actually...
Could your Life Insurance be more tax efficient?
Having covered a whole host of facets concerning Life Insurance in the past few blogs, here’s where we start to get into the nitty gritty. And this is also the same point that we start to demonstrate a little of the magic of Independent Financial Advisors (IFAs)....
Pension Tax Relief – Changes to the Tapered Annual Allowance
On the 11th March, Rishi Sunak delivered his first Budget, and it came across as a very generous one. What with all the other stuff going on at the moment, you might have missed some details of changes announced. Something which caught our eye is the change to the...
Tracking Down Lost Pensions
Chances are, if you’re reading this, you’ve been working for quite a while (or you just have an unnatural interest in lost pensions…). And, probably, not at the same job. In fact, the average person could have as many as 11 jobs in their lifetime. This means they...
What is “retirement” anyway?
In the past, there was a fairly consistent view of what retirement meant. On the last day of your “job for life” job, you shake hands with the boss and spend the rest of your years playing golf/going on cruises/growing old disgracefully. Whatever floats your boat. But...
8 helpful financial checks when starting your own business
You’ve only gone and done it. You’ve quit your job, you’re making your escape from the cubicle for the last time and you’re going it alone. Let us make the transition from corporate clone to business mogul a bit easier with our must-read financial checklist. Get...
A profitable financial checklist for in your 60s
In the last of our series on age-related financial planning, we’re covering the golden years. If you’re already in your 60s, you’ve probably been thinking about your retirement for quite some time. Whether you’re intending to use your new found freedom to potter in...
A helpful financial checklist for in your 40s
Congratulations. By 40, you’re definitely considered a grown-up. Even if you do eat Haribo and wear Superman underpants. If you haven’t already, it’s time to get serious about your finances. You don’t need the ‘Man of steel’ - you need our handy check-list to keep you...