Monthly Archives: February 2023
Be careful with over-50s life insurance
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Over-50s life insurance offers a lump sum to people aged 50 to 85 when they die. Yet it is worth it? […]
Posted in Financial Planning
Have we now reached “peak retirement”?
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Is Britain poised to enter a “golden era” of retirement, or have these days already passed? With people living longer compared […]
Posted in Pensions
2 months left to maximise tax savings in 2022-23
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. In November 2022, the Chancellor released his Autumn Statement – announcing a range of tax changes that would start coming into […]
Posted in Financial Planning
2023 prize rate rise – are Premium Bonds worth it?
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The debate between cash savings and Premium Bonds has raged for some time. Yet, with the prize draw now at its […]
Posted in Investments