News

Brexit Stage Left: How could leaving affect your finances?

Posted on: Jul 19, 2016

After the historic vote to leave the European Union was confirmed, many people began to wonder how it might affect them.

EU Referendum: Our commitment to you

Posted on: Jun 24, 2016

The results from yesterday´s Referendum confirm that the British people have decided to leave the EU. We knew the “Leave” vote was a possible outcome, so we have well-advanced preparations to continue to service our clients whatever happens.

Are you making the most of your pension freedom?

Posted on: Jun 23, 2016

Did you know that since the 2015/2016 tax year anyone aged 55 or over can take their whole pension as a lump sum, with no tax payable on the first 25%, and the rest taxed as if it were a salary at the individual’s usual income tax rate?

Quarterly Newsletter Autumn 2024

Included in this edition are articles on: Avoiding the unretirement 'tax trap', Navigating a multi-retirement reality, and more!