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...