Tax Allowances and Contribution Limits 2023/24
How quickly the time flies; with January now a memory and Easter around the corner, our thoughts turn to key dates in the financial calendar.
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Active vs Passive Investing
The debate about which is better – active or passive funds – has been raging for years among investment professionals.
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Key Financial Dates to Know About
There are plenty of important dates to be aware of this year that will likely affect your finances.
3 mins
SECURING AN INCOME
Ensuring you have enough money to enjoy a carefree retirement is not just about investing regularly and wisely throughout your career.
2 mins
Care home fees are rising – have you made a plan?
The importance of saving for retirement is shouted from the treetops – but a topic that gets less attention is paying for long-term care in old age.
2 mins
Equity release – Do I take the plunge?
Retired people looking for a boost to their income can use the value of their home to access cash.
3 mins
Five reasons why you should consider life cover
Life cover is an important part of financial planning - it might not be first on your list of priorities and as a result is commonly overlooked. Life insurance pays out a lump sum on your death which can be a lifeline for those you leave behind.
3 mins
Annuities are back – what’s the deal?
Careful planning for retirement is essential to ensure your pension savings last as long as you need them to.
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The State Pension 2023
The weekly state pension increased by 10.1% in April - the highest ever rise - for the 12.5 million people receiving the retirement benefit.
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UK house price recovery – are we there yet?
Recent Bank of England data suggests that housing market activity remained subdued in the opening months of 2023, with the number of mortgages approved for house purchase in February nearly 40% below the level prevailing a year ago, and around a third lower than pre-pandemic levels.
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