FTSE 100 suffers worst year since 2008 but your portfolio may still have gained
When you look at the headline figures of how investment markets performed in 2020, you may be worried about your finances. The impact of Covid-19, along with other factors, caused volatility within the market globally….
Capital Gains Tax review: 2 things that could change
The Office of Tax Simplification (OTS) is reviewing Capital Gains Tax (CGT) after being ordered to by chancellor Rishi Sunak. Changes that are made following the review could affect tax liability and how you make…
Firms cut dividends, what impact will it have on you?
Companies have faced challenges in the last 12 months and, as a result, many have cut or suspended their dividends. If a portion of your income is made up of dividends, it could affect you….
Thousands will run out of money in retirement, will you?
Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout retirement. Research from the People’s Pension suggests that looking at…
Self-invested personal pensions: Are they right for your savings and achieving life goals?
More people are considering and starting to pay into a self-invested personal pension (SIPP). Increased engagement with retirement planning is good news, but a SIPP isn’t the right option for everyone. If you’re thinking about…
Estate planning: Our new guide and get organised document
Planning for later life and what you want to happen after you pass away is difficult, and it can mean there are tasks that we put off even though they’re important. That could be ringfencing…