Financial Planning, Pensions, QROPS, Retirement Planning, Tax Cut

UK Pension Update

27 Oct , 2014  

A month ago the UK Chancellor, George Osborne, announced additional amendments to UK pension legislation to take effect from 6th April 2015. Whether you are living abroad, planning to live abroad or you intend to retire in the UK, you will feel the affects of these changes if you have a pension or pensions held […]

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Financial Planning, General, Long Term Savings, Regular Savings, Retirement Planning

Investing Essentials – Balance Your Risk

14 Oct , 2014  

One of the most important nuggets of financial investment guidance you will ever be offered is to expand your portfolio into a number of various investment vehicles. This can help you spread out the risk and also obtain a steady return on your investment capital. This kind of investing can be categorized extensively as value […]

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Long Term Savings, Retirement Planning, Tax-free Growth

[Infographic] You’re never too young to start saving!

1 Oct , 2014  

Did you know that starting to save at 25 years old instead of 30 could add nearly a fifth to the final retirement pot? Don’t put it off, contact us for a free, non-obligation appointment and find out what your offshore options are.

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Financial Planning, Inheritance, Pensions, Retirement Planning, Tax Cut

Amendments to UK Pension Legislation

30 Sep , 2014  

Take a closer look

The surprise announcement from George Osborne on Monday about scrapping the 55% death tax on UK Pensions illustrates how quickly and easily the government can change the rules surrounding your pension. The document attached below, prepared by Boal and Co, describes in detail how the changes may or may not affect you. Additional amendments to […]

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