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Later Life

Time To Look At The ‘Big Picture’?

Discovering the emotional benefits of financial advice No two individuals share the same goals or ambitions. Each person is unique, with their own needs, targets and budgets. So when it comes to managing your money, building wealth, securing your future and, above all else, drawing up an effective plan for fulfilling your investment objectives, professional financial advice should be tailored…
Jen Paice
June 16, 2021
Family

Grandparents, Grandchildren And Money

Sharing your wealth during your lifetime can make a big difference With all of us leading longer lives, you might be considering how you can help your family when it matters most. Sharing your wealth during your lifetime can make a big difference and bring you a lot of joy, particularly when helping younger generations who are dealing with rising…
Jen Paice
June 7, 2021
Family

Funding Your Child’s Future Lifestyle!

Early preparation in life is key to becoming financially independent As the coronavirus (COVID-19) pandemic continues into a second year, we’re learning more and more about its financial impact. While many individuals and families are struggling up and down the country, there is a particular strain placed on the parents of adult children. A recent survey showed that 50% of…
Jen Paice
May 31, 2021
Property

Unlocking Property Wealth

Plan for the worst, hope for the best With the rapid changes that have swept the world over the last year resulting from the coronavirus pandemic, some people aged over 50 are facing a different retirement than they may have been expecting. Some have less savings than they imagined, some have had to access their savings to supplement their income…
Jen Paice
May 29, 2021
Savings & Investments

Generation Xers Chronically Under-Saving

According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the UK face financial difficulty in retirement, with one in three expected to face significant disadvantages.. Many 40-55-year-olds are reluctant to invest because they are frustrated by various financial stresses, such as coping with fluctuating incomes and balancing conflicting goals…
Jen Paice
May 22, 2021
Pensions & Retirement

Pension Lifetime Allowance

If you’ve been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But, unfortunately, the best savers sometimes find themselves inadvertently breaching their pension lifetime allowance (LTA) and being charged an additional tax that erodes their savings. If you are a high-income earner or wealthy individual, you could be putting…
Jen Paice
May 16, 2021
FamilySavings & Investments

Combined Finances

Some couples may prefer to keep their finances separate, while others share everything. Whichever method you’ve chosen, when it comes to retirement saving, it’s worth planning together to ensure you’ve made the most of all the allowances and benefits offered to couples. Your golden years may ultimately be the best of your relationship if you understand each other’s future goals,…
Jen Paice
April 29, 2021
Protection

ISA Transfers

If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money. There’s a common misconception that you can’t move your existing ISAs from one provider to another. Whether you have a Cash ISA or a Stocks & Shares ISA, it could…
Jen Paice
April 27, 2021
Cornerstone

Waverton Acquires Cornerstone in Latest Exciting Development

Waverton acquires Scottish-based Cornerstone Asset Management Waverton Investment Management Group today announces that it has acquired wealth planner Cornerstone Asset Management (“Cornerstone”), subject to regulatory approval.  Established in July 2010 and with offices in Edinburgh and Glasgow, Cornerstone offers wealth management and financial planning advice.  With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has…
Jen Paice
April 14, 2021
Pensions & Retirement

Retirement Finances

Six years on from pension freedoms, non-advised savers aged over 50 are facing a ticking time bomb at retirement, according to a new survey . 66% of those saving into a defined contribution pension and 58% of those who have already retired have either no firm plans or no plans at all for their retirement finances. This has translated into…
Jen Paice
April 13, 2021

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