News & guides

Showing 13 items

Is a buy-to-let investment worth it?

Is a buy-to-let investment worth it?

Story 23/04/19

Multiple tax changes and the uncertainty surrounding Brexit hasn’t played in landlords’ favour, deeming a buy-to-let portfolio somewhat risky. But is all really lost?

Why seeing Pension Wise before a financial adviser might make sense

Why seeing Pension Wise before a financial adviser might make sense

Story 25/03/19

A financial adviser can help you prepare for a worry-free retirement. But before booking that all-important introductory meeting, it could prove useful to consult Pension Wise - the Government's free pension guidance service.

Top 3 tax allowances to maximise – making the most of them?

Top 3 tax allowances to maximise – making the most of them?

Story 07/03/19

Maxed out your pensions annual allowance, put all you’re prepared to save into a pension this year but want to make the most of your capital before the tax year ends? Read on to find out about other ways to save on tax.

Why it pays to review your pension if you earn over £150,000

Why it pays to review your pension if you earn over £150,000

Story 28/02/19

If you earn over £150,000, then your pension annual allowance will be subject to tapering, due to rules introduced back in 2016. Here's what you need to know about how it could affect you.

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?

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