Should I consolidate my pensions?

With the average Briton having six jobs throughout their working life that could potentially mean you have several different pension pots in your name. So, how […]
Estate Planning services

How can I avoid Inheritance Tax?

You are likely to have worked hard for the wealth you are worth when you die. This may take the form of property, other assets, money […]

How should I invest a large sum of money?

There can be a number of reasons why we may suddenly find ourselves in possession of a large sum of money to invest. More common examples […]
pension transfer

Why have final salary transfer values increased?

Whilst the long-term economic effects of the Brexit vote remain far from certain, the impact on gilt yields was far more dramatic, with yields dropping below […]
final salary pension transfer

Should I transfer my defined benefit (final salary) pension scheme?

There was a time, not all that long ago, when the answer to this question was very simply: No – save in the most exceptional circumstances. […]
Fixed Protection 2016

How can I avoid breaching the lifetime allowance?

The lifetime allowance, moreover the issue of exceeding it, promises to become a problem for an increasing number of individuals. On 6 April 2016 the lifetime […]
Transfer QROPS to SIPP

What happens to my QROPS when I return to the UK?

Returning to the UK with a QROPS? Since the introduction of QROPS in April 2006, billions of pounds worth of British pension funds have been transferred […]
Poor fund performance

Poor fund performance? Need a new Financial Adviser?

Are you the victim of poor fund performance? Is your investment portfolio continually falling to produce the returns you expected or were promised? Perhaps you have […]