Read our latest Financial Planning factsheets below

Money Purchase Annual Allowance

Chancellor of the Exchequer, Philip Hammond, announced during the Autumn Statement to Parliament on Wednesday 23 November 2016 that the Money Purchase Annual Allowance (MPAA), an annual amount individuals can contribute to defined contribution pensions after having previously accessed a pension flexibly, will be reduced from £10,000 to £4,000 and come into force from April […]

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Autumn Statement 2016

Chancellor of the Exchequer, Philip Hammond, delivered his first and last Autumn Statement to Parliament on Wednesday 23 November 2016. He announced that after next spring’s Budget, the annual Budget will move to being held in the autumn. A Spring Statement will be issued each year responding to the forecast from Click on the image […]

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Creating the life you want

Anything is possible when you manage your money the right way. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. Investments can offer both risk and return, and, generally, the bigger the risk, the greater the potential return. Click on the image below to continue […]

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Life insurance

Getting the right life insurance policy means working out how much money you need to protect your dependants. This sum must take into account their living costs, as well as any outstanding debts, such as a mortgage. It may be the case that not everyone needs life insurance (also known as ‘life cover’ and ‘death […]

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Lifetime Allowance – What could the further reduction mean to your retirement income?

The Government has introduced comprehensive reforms to the pension rules over the previous few years. One important change, which may have been overlooked by some savers, is the reduction of the Lifetime Allowance that applies to pension savings. This further reduction means that you may be affected. Click on the image below to continue reading

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