
Weekly Articles
Life Insurance Annuity
Friday, February 3rd, 2012
‘Annuities? I don’t think so!’ This was the reaction of one of our clients, when we were discussing their income in retirement. If you’ve not heard the term before, an annuity is a guaranteed income for life, which you buy from an insurance company with your pension fund. Most people who are not lucky enough [...]
Posted in Get it right, Life Insurance, Pension, Retirement, Weekly Articles | No Comments »
Dental Payment Plans
Tuesday, January 31st, 2012
Dental Payment Plans Dental treatment: it’s expensive, right? Well, not as much as you might think. In fact, the range of prices for dental treatment can vary rather wildly. The problem is how to find the best value treatment and the most affordable way of paying for it. Dental payment plans could be the answer. [...]
Posted in Employee Benefits, Weekly Articles | No Comments »
Leaving a Will
Tuesday, January 24th, 2012
Here’s to the Duke! And here’s something you may not know… If you die without leaving a will, you may be giving your estate away to the crown when you die. What you are likely to be aware of already is that if you die without leaving a will, your estate may go to distant [...]
Tags: estate planning, Inheritance tax, long term care, Wills
Posted in Inheritance Tax, Long term Care, Weekly Articles | No Comments »
Stock Market Predictions 2012
Friday, January 6th, 2012
Stock Market Predictions for 2012 – it’s Fear and Greed Again It’s almost as difficult to avoid New Year predictions at the start of January as it is to avoid tinsel at Christmas. Particularly predictions about the Stock Market. Newspapers are full of experts predicting what will happen to the Stock Market in 2012 and [...]
Tags: FTSE100, investing, stock market
Posted in Investment, Weekly Articles | No Comments »
Employee Cash Plans – Bridging a Gap
Wednesday, January 4th, 2012
Employee Cash Plans – Bridging a gap? If you’re an employer, you might be wondering how to bridge the gap between offering no Employee Benefits at all, and the “ideal” world of all benefits for all Staff. For most employers, it is the potential cost which offering benefits would incur that is off-putting. The answer [...]
Tags: Employee benefits, independent financial advice
Posted in Employee Benefits, Weekly Articles | No Comments »
Low Risk Investment
Wednesday, January 4th, 2012
The National Lottery it could be you… but probably not. So what about a low risk investment instead? With the Stock Market gyrating wildly it is easy to see investment and gambling as very similar activities. Understanding risk and managing it are crucial to successful investing with successful returns. But how do you get the [...]
Tags: FTSE100, funds, investment, investments, national lottery, Premium bonds
Posted in Investment, Weekly Articles | No Comments »
Long Term Care Costs
Monday, December 19th, 2011
Long Term Care Costs – Why Where You Live Makes a Difference Two weeks ago we wrote about long term care costs and funding. One of the subjects we mentioned in our article was the contribution to nursing care costs that some people are eligible to receive. This is an area where many people who [...]
Tags: long term care, long term care costs, property
Posted in Get it right, Long term Care, Long Term Care, Weekly Articles | No Comments »
UK Pension Fund
Monday, December 12th, 2011
Doom, Gloom and Taxes, and your UK Pension Fund The days are short, the economic recovery seems uncertain and Christmas is fast approaching. Amidst all the gloom and bad news a discussion on death and taxes with one of our clients didn’t seem inappropriate and the proverb attributed to Benjamin Franklin one of the Founding [...]
Tags: funds, investments, pensions, retirement, saving for retirement, savings
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
Long Term Care Planning
Monday, December 5th, 2011
Protect Your Property from Long Term Care Costs The subject of long term care is an emotional one for many people. It’s also very much a financial subject. Long term care can be expensive. There is no getting away from that. However, by taking the right advice and having the facts, it doesn’t have to [...]
Tags: long term care, long term care costs, property
Posted in Get it right, Long term Care, Long Term Care, Weekly Articles | No Comments »
The Pension Geek’s Pop Quiz
Monday, November 28th, 2011
The Pension Geek’s Pop Quiz. Welcome to the Worldwide Pensions Pop Quiz! Want to know more about pensions? Worried about how you can fund yours? Test your knowledge of pensions, and pensions-related songs, against our Pension Geek’s and find out the facts along the way! “Will you still feed me when I’m 64?” In the [...]
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
These articles are for general guidance only and specific advice should be taken before acting on any suggestions made
All information is based on our current understanding of tax practises, which are subject to change
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