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Tag : IHT

27 Jul 2020

SUMMER 2020

Keep your retirement plans on track The COVID-19 pandemic is having a widespread impact on all aspects of our finances, including retirement planning. However, while recent stock market volatility undoubtedly poses a challenge, particularly for those close to retirement, it is important not to allow the outbreak to derail your plans. A resilient retirement plan One thing the pandemic has vividly highlighted is the importance of developing a resilient retirement plan. Although market turbulence will impact all pension holders, those […]

27 Jan 2020

Wealth – Winter 2020

Financial resolutions for a prosperous New Year The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice and the establishment of clear financial objectives. Advice is key to success The recently released research1 actually provides a quantitative measure of the value attributed to advice when […]

26 Jun 2019

SUMMER 2019

  The Intergenerational Fairness Debate Continues The House of Lords Committee on Intergenerational Fairness and Provision has called on the government to take steps to make society fairer by supporting younger people, particularly in the employment market and the provision of housing. A change of perspective needed Peers believe that ‘outdated’ age-specific benefits for older people should be replaced with support for the young to ‘deliver a fairer society’. The Committee – made up of Labour, Conservative, Liberal Democrat and […]

14 Jan 2019

WINTER 2019

Winter 2019 INSIDE THIS ISSUE: In the News / What the 2018 Budget means for older people / Number of working women aged 60-64 has doubled / Gifting early to avoid IHT / Trends in baby boomer retirement plans / Where we spend our money / Over-55s feel the pinch from being the ‘Bank of Mum and Dad’.   What money rules would you pass to the next generation? As parents and grandparents, we all hope the values that we […]

19 Oct 2018

Your Window on WEALTH – Autumn 2018

  WHAT’S IN STORE FOR THE GLOBAL ECONOMY?  The last few months have seen the release of positive economic reports and grounds for optimism remain with regards to future growth rates, certainly in terms of the US economy. However, while no one is currently predicting the onset of a sharp slowdown or recession, there are signs that the global economy may be starting to lose momentum. The OECD* composite leading indicator, which covers advanced economies plus China, India, Russia, Brazil, […]