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Gifting Money to Grandchildren

Gifting money to grandchildren

January 04 2018 | Category: Money advice

Many people want to make gifts of capital to their grandchildren, but before making any gifts it first may be advantageous to consider a number of factors to ensure that the monies are available when they are needed. The first ...

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Should I Transfer My Old Company Pension?

Should I transfer my old company pension?

September 25 2017 | Category: Latest Trends

Since pension freedoms were introduced in 2015 making it easier to draw money out of pensions, many people are considering transferring from final salary (also known as defined benefit) pensions into personal pensions. Whilst t...

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Equity release

An advisers view of equity release

July 14 2017 | Category: Money advice

With extended life expectancies and the steady demise of the better final salary pension schemes, equity release arrangements to fund capital or income needs in later life from the monies tied up in ones home is becoming a more fr...

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An introduction to the Lifetime ISA

An introduction to the Lifetime ISA

May 26 2017 | Category: Latest Trends

The new Lifetime Individual Savings Account (or ISA) is designed to help young people save flexibly throughout their lives for the long-term. Individuals over the age of 18 and below 40 are able to open a Lifetime ISA and pay i...

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Socially Responsible Investing

What is socially responsible investing?

May 17 2017 | Category: Money advice

Ethical investment – or Socially Responsible Investing (SRI) – has moved from the sidelines to become a credible option for forward-thinking investors. In the past, when making the decision to invest ethically, many investors ...

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Marriage allowance

What is the marriage allowance?

April 28 2017 | Category: Money advice

Marriage allowance is a tax benefit which means that a spouse or civil partner may now be able to transfer some of their unused personal allowance to the other. This is aimed directly at couples where one partner does not earn eno...

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