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Posts Tagged ‘savings’


The Importance of Succession Planning


Have you adequately prepared yourself, your family, and your business for the future? If you own a small business – be it a family business or another closely held enterprise – it can be a demanding job. But don’t let running your business now get in the way of planning for what comes next, make […]




Protect your Business to Minimise Disruption


When you own a business, or medical or dental practice, you know the importance of the people who keep it running. How would you cope if your key people fell critically ill or passed away? Business protection could help. It’s common to insure a business’ physical assets, so it should stand to reason that you […]




Tips for Those Retiring this Year


After decades of hard work, is this year finally the year you’re able to retire? If you’re planning to retire before the end of 2021, here are a few tips to make sure you’re ready for life after work.




Is Your Savings Strategy Too Risky?


Due to the lockdown restrictions imposed over the last year or so, households have been able to save more than ever. Without being able to spend money on socialising, entertainment, commuting, or holidays, the average household has increased their monthly savings to £276 – but is saving a risky strategy?




Key Points from the 2021 Budget


Experts weren’t sure how much coronavirus relief would dictate the shape of the budget. But the Chancellor’s plan centres on measures that help businesses and and support jobs through the pandemic and using tax raises to help balance the books.




Let’s Design Your Lifestyle Plan


It takes a special combination of vision and determination to reach a goal of being financially secure and independent. A solid financial plan will take all of your hopes and dreams into consideration – let’s lay out the steps you need to take to get there.




ISAs – Use it Or Lose it!


The end of the 2020/21 tax year will soon be upon us. Since April 5 is right around the corner, it means that if you’re planning to use this year’s ISA allowance you need to act fast.




COVID Now A Major Life Changing Event


Previously, life-changing events like marriage, having a baby, or moving house were considered the triggers to thinking about financially protecting your way of life, but that’s no longer the case. It should not come as a surprise to anyone that interest in income protection policies has skyrocketed since the start of the pandemic earlier this […]




News Update: Q3 Tax Planning Tips


October marks the start of Quarter 3 in the tax year. Here are some tax considerations relevant for this time of year.




News Update: ISAs Not Flavour of the Times


ISAs have lost their appeal over the years, due to waning interest rates and other tax breaks that mean some savers don’t need an ISA to avoid paying tax on savings interest. However, they shouldn’t be written off just yet as they do still play a role in financial planning for doctors and dentists.




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