Financial News & Views

 

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  • Retirement Planning - The New Reality

    Retirement Planning - The New Reality

    10th Apr 2012

    News and Views from Duncan Mellis, Financial Adviser regarding Retirement Planning in today’s market.

  • End of Tax Year

    End of Tax Year

    5th Apr 2012

    News and Views from Steven Ritchie, Financial Adviser regarding the new tax year, including new ISA & CGT allowances.

  • The Pension Myth

    The Pension Myth

    2nd Apr 2012

    What are your retirement options?  Is a pension the most efficient way of planning for your retirement in order to maintain your lifestyle objectives?  

  • Benefits of Pension Tax Relief

    Benefits of Pension Tax Relief

    26th Feb 2012

    What can you do to boost your income at retirement?  This article looks at the tax advantages of pension tax relief and provides some pointers to increasing your income at retirement.

  • Diversification

    Diversification

    12th Feb 2012

    Neil Aspinall, Independent Financial Adviser with the firm writes about the importance of diversification when investing

  • Corporate Benefits Briefing: Salary Exchange

    Corporate Benefits Briefing: Salary Exchange

    5th Feb 2012

    A "Salary exchange" is an opportunity for Employers to save money at the same time as maintaining or even improving the retirement benefits they offer. Peter Mutch, Corporate Benefits Director explains how.

  • Out with the old and in with the new?

    Out with the old and in with the new?

    31st Jan 2012

    Time to consider your future..............and your financial adviser?

  • A safe haven with greater Growth Potential than a Bank Account

    A safe haven with greater Growth Potential than a Bank Account

    18th Dec 2011

    Colin Scott, Financial Adviser looks at an opportunity for clients looking for a better return on their funds than can be expected from traditional bank and building society deposits at this time of historically low interest rates and high inflation.

  • Choose the right road for your retirement

    Choose the right road for your retirement

    15th Dec 2011

    Duncan Mellis, Financial Adviser gives advice to those nearing retirement and those currently utilising income drawdown from their pension funds and provides a reminder of the benefits offered by this type of retirement planning.

  • Tax Free Savings for your children - The Junior ISA

    Tax Free Savings for your children - The Junior ISA

    31st Oct 2011

    Recent changes by the Government will see the current savings plan known as a Child Trust Fund being replaced by the new Junior ISA with a planned start date of November 1st.

    This is a great opportunity for parents, family and friends to save up to £3,600 per annum in a tax efficient environment and help plan for the children’s future in a disciplined manner.

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