Retirement – choices & decisions
The fifth in my retirement series of eight blogs is arguably one of the most important – at retirement. You have been through the stages of “Will it ever happen?”, “Still…
The fifth in my retirement series of eight blogs is arguably one of the most important – at retirement. You have been through the stages of “Will it ever happen?”, “Still…
This is the fourth in the “Retirement Series” and this is when it starts to get exciting (if you have been doing your planning). Retirement – nearly there! You probably have…
In the third blog in a series of 8 about retirement, I look at Retirement for people where it is still some way off but doing nothing is not an option. If you would…
This is the second of a series of 8 “retirement” blogs – Retirement – will it ever happen? To read the first, click here Who? You are under 50 and haven’t given…
There has probably never been a time when there have been more conversations about pensions and retirement planning. I often overhear people discussing their pensions (sometimes in the pub) and…
What is a GIA? A general investment account (GIA) is a “tax wrapper” with no overt tax advantages. A GIA is just like any other form of investment. All investments…
Lifetime ISA (LISA) the new pension? After all the pre-budget talk of reducing tax relief on pensions, the government introduced “bonuses” on ISAs available from April 2017. But what is a…
I was recently asked why my LinkedIn Profile says “Female IFA” as it was evident I was female from both my photo and my name (you know who you are).…
On 19th July 2017, the Government announced that the State pension age increase from 67 to 68 will now be phased in between 2037 and 2039, rather than from 2044…
When selecting a financial adviser, it is important that you are comfortable with the individual and their qualifications, the company they work for, and what services they offer. In my…