News & guides

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Breathe a sigh of relief this tax year-end

Breathe a sigh of relief this tax year-end

Story 18/02/19

The 2018/19 tax year end is fast approaching, which means now is the time to review your tax position. There are certain steps you can take to ensure you remain ahead, and we start by looking at reliefs, specifically pension tax relief.

Get your finances in order with the ‘PIMPSI' rule

Get your finances in order with the ‘PIMPSI' rule

Story 12/02/19

Joe Swanson, an independent adviser at AFH Wealth Management, looks at what you need to be thinking about when it comes to creating your financial plan.

The risks of leaving inheritance tax planning too late

The risks of leaving inheritance tax planning too late

Story 05/02/19

The risks, costs and delayed timescales that can be involved in deathbed IHT planning could mean if you leave it too late, it could cost your beneficiaries a lot.

The pensions cold-calling ban means you should act now

The pensions cold-calling ban means you should act now

Story 31/01/19

With the ban on pensions cold-calling, the Government is urging people to seek independent financial advice. But what does this mean if you need help with your pension?

Filling the pensions hole for the self-employed

Filling the pensions hole for the self-employed

Story 28/01/19

Automatic enrolment has seen almost 10 million people join a workplace pension arrangement since its launch. However, it's missed out those who are self-employed.

Why is good pension advice so hard to find?

Why is good pension advice so hard to find?

Story 08/11/18

A recent pensions study conducted by YouGov revealed that 45% of people find good pension advice hard to access. We look at the reasons for this and what can be done to help.

Would you be financially secure if you lived beyond 100?

Would you be financially secure if you lived beyond 100?

Story 04/10/18

We're living longer, and research indicates that soon, living beyond 100 will be the norm. It may sound unreal, even impossible; but the question still stands: will you be able to afford living beyond the age of 100? Late retirement and and spiralling health and living costs all play a role in answering this question. We break it down for you here.

The dangers of early pension encashment

The dangers of early pension encashment

Story 31/07/18

The Personal Finance Society (PFS) recently revealed that thousands of retirees are fully encashing their pension pots at an early age. As a result, many are facing the risk of running low on funds due to rapid spending.

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