Articles in "Financial Planning"

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When can I retire?

11.01.2021
Scott Hansell
Financial Planning
2 min read

Firstly, that’s a great question. The simple answer is that you can retire when you have adequate wealth to do so. This can be a mixture of pensions, savings, investments, and property.

Ricky Banham

Changes to pension access

08.12.2020
Ricky Banham
Financial Planning
1 min read

Under the current ‘pension freedom’ rules, individuals over the age of 55 can access their pensions - how and when they choose to do so; however, the government has recently confirmed that this is set to rise to age 57, by 2028.

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Attitude to Risk Vs Capacity for loss

12.11.2020
Andrew Spaxman
Financial Planning
3 min read

The difference between a perceived attitude to risk and actual capacity for loss can often be confused.

Investment analytics

Introduction to active and passive investment management

10.09.2020
Ricky Banham
Financial Planning
3 min read

A tracker fund is a simple way of investing your money in company shares, bonds, and other assets.

Richard Ince

What is Relevant Life Insurance

04.11.2019
Richard Ince
Financial Planning
2 min read

In an ever more competitive employment market, employers are looking closer at the overall benefits they offer, beyond just salary.

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

Glossary

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