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Fact sheet: Pension provision
In its simplest form, a pension is an income that you receive when you retire, from the pension pot that you saved into during your working life. To encourage us to save enough for our retirement, the government provides tax relief on contributions and incentives on...
Fact Sheet: ISAs
Individual Savings Accounts (ISAs) are wrappers within which a wide range of savings and investment products can be held, free of UK income and capital gains tax. How do they work? ISAs serve as a 'wrapper' to fully protect savings from tax, allowing...
Are you getting the best investment outcome for your charity?
Charitable investments are often fundamental to support the capital and income requirements of a charity.
Pension Advice Allowances
Many employers provide their staff with access to pension advice in the workplace. Typically this will be once a year with the scheme adviser conducting short meetings with pension members on a surgery style basis. Often a 20-30 minute meeting is insufficient to cover...
7 Concepts of Financial Planning
We have outlined seven key areas which we believe should be considered for effective financial planning.
Useful guides
A guide to ethical and sustainable investing
Ethical and sustainable investing is rapidly growing in popularity. This guide covers the different types of ethical investment, why it is growing in popularity and the different ways you could access ethical investments.
A guide to inheritance tax planning options
Inheritance Tax (IHT) is the proportion of wealth taken from an estate by HMRC upon death, calculated based upon the value of a person’s assets. It is also payable on trusts or gifts made during a person’s lifetime.
Tax planning guide
Essentially, tax planning is arranging your affairs in ways that legitimately defer, reduce and remove taxes. By using effective tax planning strategies you have more money available to help you achieve your financial goals and the effect of this over time can be very...
Pension benefits option guide
Understand the different options available when you want to access your pension benefit – download our helpful guide today
Glossary of financial terms
We’ve produced this glossary to help explain some of the most commonly seen but potentially confusing terminology. Some of the definitions below have been taken from The Plain English Campaign, an organisation that campaigns against jargon across a range of...
Reports
Economic update 2020
Following the unprecedented financial impacts of the Coronavirus, Chancellor Rishi Sunak delivered an Economic update on 8 July 2020. This took place less than four months after his maiden Budget speech back in March. The latest announcement was more of a fiscal...
2020 Spring Budget report and key announcements
New Chancellor, Rishi Sunak, delivered his first Budget on 11 March 2020, just 27 days into his tenure. It was the first of the Boris Johnson government, eagerly anticipated following the December 2019 election win, with a new wave of Conservative voters bonded...
