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Read our latest newsletter by clicking this link.
Welcome to our final issue for 2016. This year has once again rapidly flown past – which is something we say around this period each and every year, pinpointing time as the most valuable commodity when it comes to implementing any financial planning strategy.
To read the newsletter, click on this link.
From BBC News
As the business and political elite met at the World Economic Forum in Davos this week, there was much talk of rising inequality, and many references to the “wealthiest 1%”. The phrase conjures up images of billionaires living on private islands – but is that who the 1% really are?
A report by […]
The WPS Financial Group, one of Wales’ biggest financial advisory groups, has welcomed new changes to pension rules, which make it easier and more tax-efficient to transfer pensions after death.
The changes, announced by Chancellor George Osborn this week, are partly designed to make pensions even more attractive to savers on the basis they can […]
The death of a loved one can mean extreme upset and turmoil to family life. Should this unfortunate event happen, life assurance can remove any immediate financial worries for your family.
Life assurance is designed to provide for your financial dependents in the event of your death. There are many reasons that life assurance may […]
For those of you that have fallen foul of costly inheritance tax rules in the past, a recent ruling by the UK Treasury will be of great interest.
There are more than 1,000 companies listed on AIM (Alternative Investment Market) and all will now be eligible for direct ISA investment. The changes provide savers with […]