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Building and protecting your wealth

‘Savings & Investments’ Archive

Are you up to date with ISA’s?

ISA’s have been around for a while and remain one of the most popular investment options available. Over the years, different types of ISA’s have come onto the market and the rules surrounding them have changed. It is easy to become confused about what you can and can’t do.

FRIDAY FAQ: Are ISA’s still worth investing into in 2018?

Every Friday we aim to post an answer to a FAQ about mortgages, tax, investments, money matters, business or retirement. You can have your say too. Send an email with your FAQ to

Did your income rise by 14% this year?

Dividends from UK shares are rising at an extraordinary rate. The quarterly ‘UK Dividend Monitor’ report from Capita Asset Services paints a very rosy picture for investors looking for income from UK shares.

Pension awareness – it pays off 

Newly qualified doctors and dentists who have recently started their careers are reporting that they are struggling to save into a pension. It is not that they don’t recognise the importance of investing into a pension, it is that they have more pressing needs. They feel they need to focus on shorter term needs, such […]

4 in 10 self-employed workers can’t save 

Research by LV has shown that people who are self-employed are less able to save than their employed counterparts. In fact, four out of ten self-employed people have said that they are unable to save money on a regular basis. This is putting themselves, and their family, at financial risk.

Tax efficient investments for your children 

If you are a doctor or dentist who is thinking of gifting money to your children or grandchildren that can be used for future expenses such as university fees or the deposit for their first home, there are differing tax efficient investment strategies available. These tax strategies allow you to take advantage of the child’s personal […]

UK no longer a top place for property investment

It’s bad news for property investors, as data published by payments firm, Worldpay, has shown that the UK has dropped a staggering 10 places in 12 months on the list of Europe’s best locations to invest in property. Last year, the UK was positioned number 15, now we are in place 25.

Equity release: How much can I borrow and at what cost?

Equity release is the process of ‘unlocking’ money that is held in a property. It is only available to older people. The minimum age of someone who can take out an equity release scheme is 55 (with some providers this can 60 years). The steady rate in house prices in certain areas of the country, has […]

Flexible use of your pension 

Retirement is an exciting time. It gives you the opportunity to spend more time with your family and friends, or to tick things off your bucket list. Deciding to take retirement takes careful planning. The Pensions Freedom Act 2015, gave people greater flexibility on how they can access their pension pots. This greater flexibility also came […]

Why you may need power of attorney 

According to HMRC, a lasting power of attorney (LPA) is a legal document where you the donor, point one or more people (known as attorney’s) to help you make decisions or make decisions on your behalf. Granting power of attorney to someone is something that is often associated with elderly people. However, we could be inflicted […]

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