Wealth Management News

19 May 2023

What is the minimum amount needed to retire in 2023?

Planning for retirement is no easy task as this is related to lifetime earnings and anticipated needs in later life. People’s needs, or their perceived needs,

26 April 2023

Last chance to top up your State Pension

To obtain a full state pension upon retiring, individuals need to have built up a required 35 years of NI contributions. Those missing the full 35

26 April 2023

ISA Transfers: What you need to know

Transferring your Individual Savings Account (ISA) to a new provider for a higher interest rate might seem like an attractive option. However, it's crucial to familiarise

26 April 2023

Budget gives boost to pension savers

Pension savers were given a boost by two key announcements made by the Chancellor, during his Spring Budget. The lifetime allowance of £1.07 million that can

27 March 2023

Make the most of your ISA allowance before the new tax year

An individual savings account (ISA) is a tax-efficient way to save or invest your money. Each tax year, you can invest up to a certain amount

27 March 2023

Get to know your pension allowances and make sure you use them

Maximising your pension allowances can help you achieve your retirement goals and ensure that you have enough money to live on when you retire. The UK

27 March 2023

Savers switch accounts in the hunt for higher interest rates

UK savers are voting with their feet and changing accounts in large numbers in the hunt for higher interest rates. There was a reported 317 per

27 February 2023

Finding the ‘real’ interest rate

The headlines are full of stories about rising interest rates and their impact but it is the real interest rate that matters. Interest and inflation interact

27 February 2023

Managing our attitudes to risk

We all take risks in life, whether it is investing our hard-earned money or taking a chance on something that could potentially pay off. But when

27 February 2023

Making the most of your pension savings

Making the most of your pension savings in the UK is an important issue for people of all ages. Retirement planning is a complex and ever-changing

17 January 2023

Women still lag behind in pension savings

There is a growing gap between the pension savings and payments of men and women, according to research. When it comes to state pension incomes, women

17 January 2023

Savers face squeeze as interest rates rise

While the rise in interest rates is welcome to many, savers are facing the prospect of paying tax on their savings for the first time in