Fact Sheets

Wealth preservation

Wealth preservation

How to minimise a Capital Gains Tax bill. The rules around Capital Gains Tax (CGT) are complex and they differ depending on your financial situation. It’s a complicated tax and, as a result, some people may get confused about how much they should expect to pay. WHAT...

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Retirement planning journey

Retirement planning journey

What you need to consider at every life stage.  When you’re starting out working in your 20s, you may not be thinking about retirement in 40 years’ time. The same goes for your 30s, 40s and even 50s. There is always something on the horizon you could be saving...

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Protect yourself from pension scams

Protect yourself from pension scams

Understanding the warning signs to keep your money safeBeing online more means criminals have a greater opportunity to approach unsuspecting victims with their scams. Online scams can have a devastating financial and emotional impact on victims. Pension scammers are...

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Protecting family wealth

Protecting family wealth

Start planning your legacy to mitigate or reduce Inheritance Tax  If you’ve worked hard throughout your lifetime to grow your wealth, you may hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning...

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Pension boost

Pension boost

Are you claiming all of the generous tax relief you’re entitled to?   The unique combination of tax breaks and flexible access available to pensions make them a compelling choice when saving for retirement. One of the key benefits of saving into a pension rather...

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Time to look at the ‘big picture’?

Time to look at the ‘big picture’?

Discovering the emotional benefits of financial adviceNo two individuals share the same goals or ambitions. Each person is unique, with their own needs, targets and budgets. So when it comes to managing your money, building wealth, securing your future and, above all...

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The Golden Years?

The Golden Years?

Be better off in retirementImagine you’re retiring today. Have you thought about how you’re going to financially support yourself, and potentially your family too, with your current pension savings? The run-up to your retirement may feel overwhelming, but this is an...

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Steps towards a better financial future

Steps towards a better financial future

Grow, protect and transfer your wealthFinancial planning is a step-by-step approach to ensure you meet your life goals. Your financial plan should act as a guide as you move through life’s journey. Essentially, it should help you remain in control of your income,...

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Live the life you want

Live the life you want

How much pension income will you need for a comfortable retirement?The purpose of a pension is to provide an income for you to live the life you want once you have retired. But, due to longer life expectancies, less generous schemes and lack of understanding around...

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Conscientious investor

Conscientious investor

Investing today to help make a better tomorrowIn a fast-changing world, sustainability is a growing concern for investors. Sustainable investing funds position investors to manage the risks associated with environmental, social and governance (ESG) factors, capture...

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