Author: Dean
What should you do with a pension inheritance?
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. What happens to a pension when someone dies? If you receive a pension via inheritance, what is the process and what […]
Posted in Uncategorized
Tax changes from April to take note of
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. 6th April 2022 marks an important date in the financial calendar which could have a big impact on your wealth and […]
Posted in Uncategorized
Ukraine & your finances: how are you affected?
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. Many of us are watching the situation in Ukraine with grave concern. Daily reports tell of new loss of life – […]
Posted in Uncategorized
The pros & cons of shared home ownership
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. House prices are, bluntly, eye-wateringly expensive today. In September 2021, the average UK house stood at £270,000; £28,000 higher than the […]
Posted in Financial Planning
Recession? How to shield your finances
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 world has been through a tough few years with COVID-19. Despite the damage caused by the pandemic, western economies have […]
Posted in Financial Planning
Can self-employment help you save on tax?
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 idea of “striking out alone” – working for yourself – is highly appealing to many people. No more boss to […]
Posted in Financial Planning
Use your pension allowance before April 2022
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. Are you set to get the best tax saving this year, and also to maximise your future retirement income? Making full […]
Posted in Pensions
Investing a windfall: a short guide
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. It can be difficult to decide what to do when a large amount of money unexpectedly comes your way. Perhaps a […]
Posted in Investments
Start a portfolio or pay off your mortgage?
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. This is arguably one of the most difficult questions for households to answer. Should I focus on paying off the mortgage, […]
Posted in Investments
How has the pandemic affected financial planning?
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. COVID-19 has affected everyone’s lives in 2020 in varying ways. Some have been more badly affected than others. Here at Cedar […]
Posted in Financial Planning