Money Matters – Sept/Oct 2017
Will you be one of the six million workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age to 68? This issue looks at the new plans and how they could affect you.
Money Matters – July/Aug 2017
The snap UK election surprised many people. In this issue, we consider why it is important for investors to keep focused on long-term financial goals despite the political uncertainty. Plus, why foreign exchange markets are in uncharted territory and why effective estate planning is essential.
Money Matters – May / June 2017
The implications of Brexit and its impact on markets is a significant investment planning challenge. This issue explores what Brexit means for investors now that Article 50 has been triggered. We also look at the pension freedom reports two years on, and the impact of RNRB on Inheritance Tax.
Money Matters – March / April 2017
Are you making the most of your ISA? This issue looks at the different ISA options and allowances available to you. In addition, we consider the implication of Brexit on retirement planning, the new Inheritance Tax Rules, managing investment risk and more.
Money Matters – January / February 2017
In this latest issue, we look ahead to the opportunities that may arise in 2017 and explore the winners and losers following Trump’s inauguration. We also discuss year-end tax planning, lifetime individual savings accounts and the forgotten pension.
Money Matters – November / December 2016
Have you considered all the potential costs of retiring? We take a look at how the pension reforms that came into effect on 6 April 2015 could impact on your retirement plans. We also look at: consolidating your pension pot, planning financially for long-term sickness, and navigating investment options.
Money Matters – September / October 2016
The Government has introduced some major and comprehensive reforms to the pension rules over the previous few years, which are considered in this issue of Money Matters. In addition to pension reforms, we consider investment matters post-Brexit and parents who put their financial health at risk to fund university costs.
Money Matters – July / August 2016
“Will I be able to afford the retirement lifestyle I want?” is a question that many people ask but struggle to figure out. In this latest issue, we consider the ways to assess your likely income in retirement and how much you need to put away now to enjoy the kind of lifestyle you want in later life.