News & guides

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Has coronavirus derailed your retirement plans?

We look at a five-point plan to get your finances back on track and how expert help can make it possible.

Time to give your pension pot a boost?

We look at the advantages of the ‘carry forward’ rules for unused annual allowances from previous tax years. This can be very useful if you’re a high earner and affected by the tapered annual allowance.

Value of Advice

A recent study calculated that those who took financial advice were £47,000 better off over a decade than their non-advised peers. We look at the difference financial advice can make.

Thinking of retiring abroad from the UK?

If you’re considering the possibility, it’s important to look into the effect this could have on your finances before you make the move. With careful planning, the dream can become a reality.

Could you reduce your tax bill this tax year-end?

With the 2019/20 tax year-end fast approaching, now is a good time to review your tax position. We look at allowances, reliefs and possible ‘hidden’ taxes.

Get your finances in order with the ‘PIMPSI' rule

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.

Podcast - What to expect when meeting an adviser

Financial advisers Karl Thorpe and Bobby Dhesi, and diary manager Louise Webb discuss what to expect from an initial adviser meeting.

Funding an adult gap year

Although gap years are typically associated with teenagers or new graduates, it’s never too late to snap out of life’s routine and recharge.

Can I afford to retire at 55?

With a bit of planning, you could retire earlier, giving you more time to focus on family, travel or other dreams.

If I need long-term care, how will I fund it?

Previously, we talked about what long-term care is and how you can start planning for it. Now, we look at the funding options available for you to consider when it comes to long-term care planning.

Thinking about long-term care planning

As you approach retirement, thinking about your long-term care needs is important. Planning now and thinking ahead could save you from worrying later.

Caring for elderly parents? Here's what you need to know

Taking care of elderly parents can be extremely rewarding, and it’s important you know what to do when you get there. Setting up a power of attorney could be an important starting point.

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