- Published On: July 12, 2024|1.9 min read|
Labour Wins the 2024 UK General Election: What It Means for Your Money
The market response to Labour winning the election was pretty calm, with minimal financial market ripples. The lack of movement was unsurprising given the overall result had already been priced in.
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- Published On: July 10, 2024|3.2 min read|
The Merits of Accessing Your Pension Commencement Lump Sum in Stages
As you approach retirement, one of the significant decisions you'll face is how to access your pension commencement lump sum (PCLS). While it might be tempting to take the entire amount in one go, there are several benefits to accessing your PCLS in stages.
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- Published On: June 27, 2024|1.3 min read|
A new online tool has launched to check your state pension benefit
No more National Insurance nightmares! The UK Government's new online tool simplifies checking and topping up your NI record. Here's how...
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- Published On: May 23, 2024|1.5 min read|
Why cash isn’t king
Have you ever wondered why investing in the stock market can yield higher returns than just keeping your money in a savings account or fixed-term deposit? The answer lies in the Equity Risk Premium (ERP).
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- Published On: March 19, 2024|1.5 min read|
Creating Financial Independence
The journey towards financial freedom is a marathon, demanding patience, discipline, optimism, and regular progress checks.
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- Published On: March 13, 2024|1.5 min read|
Why you should confront the elephant of inheritance in your family
Inheritances could be a ticking time bomb in family dynamics. But you can dodge family squabbles and pricey legal battles.
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- Published On: March 11, 2024|1.6 min read|
Why completing a beneficiary form for your pensions is essential
Did you know that your Will doesn't directly cover the money in your pension pots, nor who inherits it? So informing your pension providers about your desired beneficiaries is absolutely essential.
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- Published On: March 9, 2024|1.5 min read|
Understanding the new lumpsum rules following the abolishment of the lifetime allowance
Savers could potentially DOUBLE the tax-free amount they can withdraw from their pensions, due to a potential new loophole created under incoming rule changes in the Finance Bill.
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- Published On: August 9, 2023|3.8 min read|
How much can I withdraw from my pension and investment in retirement? Balancing Income and capital Preservation
Finding the right balance between enjoying a comfortable retirement and preserving your savings requires careful planning and consideration.
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- Published On: August 9, 2023|3.3 min read|
Advantages of Offshore Bonds for UK Expats
In this blog post, we will explore the advantages of offshore bonds for UK expats and why they are worth considering as part of a comprehensive financial strategy.
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- Published On: June 26, 2023|3 min read|
Unlocking Your Financial Future: The Path to Wealth Mastery
Achieving wealth mastery is a journey that goes beyond mere accumulation. In this blog, we'll explore the concept of wealth mastery and uncover the essential steps to unlock your financial future.
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- Published On: June 15, 2023|2.9 min read|
Navigating Financial Freedom: A Guide to Managing Pension Income Drawdown
In this blog, we'll explore the key considerations and strategies for effectively managing pension income drawdown, allowing you to make informed decisions and secure a financially stable retirement.
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- Published On: May 26, 2023|4.7 min read|
Navigating UAE Succession Law: A Guide for Expats
The United Arab Emirates (UAE) has become a popular destination for expatriates seeking new opportunities and a vibrant lifestyle. However, when it comes to matters of succession and inheritance, ex-pats residing in the UAE need to be aware of the unique legal framework in place.
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- Published On: April 19, 2023|2.5 min read|
How Does a Financial Adviser Add Value?
Financial advisers can be valuable resources for individuals seeking to manage their money and achieve their financial goals. While many people believe that financial advisers simply provide investment advice, they actually offer a range of services that can help their clients achieve financial success. In this blog, we’ll explore how financial advisers add value and the benefits they can offer.
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- Published On: April 18, 2023|2.7 min read|
The Removal of the Lifetime Allowance Limit. What does it mean for my Pension?
In the Spring Budget of 2023, Chancellor of the Exchequer announced the removal of the Lifetime Allowance (LTA) for pension contributions. This decision has sparked a lot of controversy and debate, as it has significant implications for pension savers in the UK.
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- Published On: November 18, 2022|3.4 min read|
Have you exceeded the Lifetime Allowance?
Should you continue to make pension contributions? With steady decreases in the value of the LTA over time. More and more individuals are finding themselves in excess of the lifetime allowance prior to their planned retirement.
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- Published On: November 14, 2022|4.1 min read|
CETV values 2023
The impact of rising interest rates on defined benefit transfer values is marked. With economists forecasting further interest rate rises in the UK in an attempt to tame inflation further drops in transfer values should be expected.
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- Published On: November 2, 2022|5.4 min read|
The UK / UAE Double Taxation Treaty. How to access your UK pension.
With increasing, mobility and collaboration between the UK and UAE employers and employees have welcomed the introduction of the double taxation agreement (DTA). The Double Taxation Convention entered into force between the UK and the UAE on 25 December 2016. The Convention took effect with regard to taxes withheld at source, in respect of amounts paid or credited on or after 1 January 2017.
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