by Parker Kelly | Mar 28, 2021 | retirement choices, savings and investments
The Budget was dominated by measures aimed at helping businesses and the economy recover from the impact of the coronavirus pandemic, but there were also some significant announcements when it comes to pensions, savings and the tax you pay. Pensions The Chancellor...
by Parker Kelly | Feb 26, 2021 | retirement choices, iht planning, savings and investments
1. Top up your ISA One of the most tax-efficient ways to invest is through an individual savings account (ISA). The 2020/21 personal ISA allowance is £20,000. There’s no income tax, tax on dividends or capital gains tax (CGT) to pay on any gains from investments held...
by Parker Kelly | Jan 29, 2021 | retirement choices, savings and investments
Being made redundant can be a huge challenge and speaking to a qualified, fully independent financial adviser can play a vital role in helping you adjust to your new circumstances. Figures from the Office for National Statistics show redundancies reached a record high...
by Parker Kelly | Dec 17, 2020 | retirement choices, savings and investments
Customer who took financial advice were on average 47k better off and those who kept an ongoing relationship with their adviser were up to 50% better off than those who only received advice once. How professional support helps to improve emotional wellbeing. If you...
by Parker Kelly | Jun 2, 2020 | retirement choices
Taking control of your retirement savings is crucial. With so many changing priorities in our busy lives, whether that’s children to support, a new home, changing jobs or even setting up your own business, our retirement savings end up taking a back seat. A YouGov...
