Downloads
 National Employment Savings Trust
Helping an estimated seven million employee's who are not putting money aside for their retirement to start saving for tomorrow, today
More than half of employees are not aware that they could be
automatically enrolled into a new national pension scheme
called the National Employment Savings Trust (NEST), with
many likely to be surprised when employers start taking
deductions from their pay, research from HSBC has found.
 Download
 Chartered Financial Planner
Chartered Status is the profession's gold standard for financial planners.
It confirms that every Chartered Financial Planner has completed a suite of professional
qualifications equivalent to a bachelors' degree.
Download
 A Guide to Flexible Drawdown
Welcome to 'A Guide to Flexible
Drawdown'.After years of saving into your pension fund, you've
now decided you want to retire and are overwhelmed
by the retirement options available. We can work with
you to choose the right strategy in order for you to
enjoy your retirement years.
Download
 A Guide to Investing for Income
Welcome to 'A Guide to Investing
for Income'. Generating an
income from your investments
will be an important requirement
especially if you’ve retired or
are approaching retirement, or
if you need to supplement your
salary, or have a relatively short
investment timeframe.
Download
 A Guide to the 2011
Retirement Rule Changes
Welcome to ‘A Guide to the
2011 Retirement Rule Changes’. We
understand that deciding how you
take your pension benefits is one
of the most important financial
decisions you’re ever likely to make.
As part of the new 2011 retirement
rules, from 6 April this year the
pension annuity rules changed,
meaning that UK pensioners are
no longer forced to use personal
pension funds to buy an annuity.
Download
 A Guide to
Budget 2011
Welcome to ‘A Guide to Budget 2011’. The
Chancellor George Osborne presented his second
Budget speech on 23rd March 2011. This was
a fiscally neutral Budget, with the giveaways
broadly balancing out the takeaways.
The Government’s economic policy objective
is to achieve strong, sustainable and balanced
growth that is more evenly shared across the
country and between ...
Download
 A Guide to
Business Protection
Protecting the key people who are driving your business forward
Welcome to ‘A Guide to Business Protection’. Every business has key people who are driving it forward. Many businesses recognise the need to insure their company property, equipment and fixed assets. However, they continually overlook their most important assets, the people who drive the business – a key employee...
Download
 A Guide to
Inheritance
Tax Planning
Preserving and Passing your wealth
Welcome to our guide to Inheritance Tax, dedicated to
helping you mitigate the potential effects of Inheritance
Tax on your estate, whether you are considering the use
of family trusts or alternative solutions. Your wealth might encompass businesses, property and investments in the UK
and abroad that require specialist considerations.
Download
 A Guide to
Protection Planning
Creating, Growing, Preserving
and Protecting your Wealth
Welcome to ‘A Guide to Protection Planning’. Bad news can
impact on any one of us at any time, in the form of an illness, or
sudden death. We don’t like to think about it, but we do have
to plan for it. So having the correct protection strategy in place
will enable you to protect your family’s lifestyle if your income
suddenly changes due to illness or your premature death. But
choosing the right options can be difficult without obtaining
professional advice to ensure you protect your family from
financial hardship.
Download
 A Guide to
Buying
your Annuity
Shopping around for your
annuity could really pay off
Welcome to ‘A Guide to buying an
Annuity’. This information is based on the
current rules; however in June 2010 the
government announced a review of the
requirement to take your income by age
75. This is subject to consultation and new
rules are likely to take effect in April 2011.
If you reach 75 before April 2011 there are
interim measures in place.
Download
 A Guide to
Self-Invested
Personal Pensions
Building up your pension in a tax-efficient
wrapper and remaining in control of your
investments at all times
Welcome to ‘A Guide to Self-Invested Personal Pensions’ (SIPP). SIPPs have been
around since 1989, but after
the introduction of Pension
Simplification legislation on
6 April 2006, SIPPs have
become more accessible.
Download
Archive
Download A Guide to End of Tax Year
Download A Guide to the
Emergency Budget 2010
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is authorised and regulated by the Financial Services Authority.
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under reference 150643.
The information contained within this website is subject to the
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