Different life events

Solutions that work as your priorities change over the years

The future may seem far away, but you need to start planning early. Regardless of your goals, there are things you can do to increase your chances of success! We look objectively at your plans to provide solutions that work as your priorities change over the years and you go through different life events. Continue reading…


Emergency cash


Boosting women’s pension savings

A million more women in their 20s could be saving adequately for retirement if they were able to access emergency cash from their pension, according to a new report[1]. Continue reading…


Who wants to be a millionaire?


Getting there could be easier than you think – but you’ll need to start young

Parents could make their baby an adult millionaire by starting a pension pot when they are born. Children born this year could become millionaires by their 43rd birthday if their families contribute to a pension for the first 18 years of their lives[1]. Continue reading…


Wealth sharing between generations


Redefining how millennials become more financially secure

Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, with 44% saying they are ‘comfortable’ financially. In fact, the research shows they are trying to do the right thing. Continue reading…


Income seekers


Not putting all your eggs in one basket

Everybody has investment goals in their life, from the old adage of saving for a rainy day to planning a comfortable retirement. There are many reasons why investors might seek an income stream from their investments, for example, to pay for a dependant’s education, supplement a pension or fund the cost of care, yet achieving it can be hard. Continue reading…


Keeping it in the family


Careful planning can reduce or even eliminate the Inheritance Tax payable

Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early. Continue reading…


Your money, your choice


Supporting your future financial requirements

You can pay into as many pension schemes as you want; it depends on how much money you can set aside. There are several different types of private pension to choose from, but in light of recent government changes the tax aspects can require careful planning. So what do you need to consider? Continue reading…


Preserving wealth for future generations

preserving
Should you review your situation with further changes on the horizon?

Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising it. Few taxes are quite as emotive – or as politicised – as IHT. Continue reading…


‘JOB FOR LIFE’, A DISTANT MEMORY

New workers face a significantly longer working life than past generations.

Retirement savings provide you with a wage in your retirement, so it is important that you keep a close eye on them.  However, with people working in more and more roles, savings pots could easily be forgotten.  To find out how we could help you in your retirement planning throughout your life contact either Tony Lloyd or Michael O’Sullivan on 020 8941 9779.


Achieving a comfortable retirement

Achieving a comfortable retirement

Do you need a professional assessment of your situation to make this a reality?

If you are unsure whether your pension is performing in line with your expectations, and that you’ve made the right pension choices – don’t leave it to chance.

Contact either Tony Lloyd or Michael O’Sullivan on 020 8941 9779 to discuss these and other important questions, and we’ll help guide you to a comfortable retirement.