News – Page 13 – Cornerstone

Estate & Tax

Tax-Wise: Make the most of your valuable allowances, reliefs and exemptions

Reading time: 5 minutes > Now that we have entered January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces if you want to make the most of valuable allowances, reliefs and exemptions that could help reduce your tax bill and make sure…

Jen PaiceJanuary 7, 2020

Pensions & Retirement

Time to update your planned retirement date?

Reading time: 2 minutes > Savers risk missing out on money from their final pension pot Millions of savers risk missing out on money from their final pension pot if their provider doesn’t have their correct planned retirement date. The analysis revealed that workplace pension savers in the UK could miss out on thousands of pounds in retirement because they…

Jen PaiceDecember 19, 2019

Estate & Tax

My true love gave to me… 12 tips for tax efficient gifting

Reading time: 5 minutes > As it’s the season of gifting, we decided to take a look at Inheritance Tax (IHT), which can take a big bite out of your wealth when making larger lifetime gifts or when leaving an inheritance to your loved ones on death. Unlike the Christmas jumper that’s not the right colour or fit, there’s rarely…

Jen PaiceDecember 18, 2019

Pensions & Retirement

Women’s State Pension Age Changes: Government’s bid to ensure ‘pension age equalisation’

Reading time: 3 minutes > On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. Up until 2010, women received their State Pensions at the age of 60, but that has been increasing since then. The retirement age for women has increased from 60 to 65, in line with…

Jen PaiceDecember 18, 2019

Cornerstone

A New Dimension of Festive Giving – Shop Social

Reading time: 2 minutes > Following the successful launch of our Responsible Futures Investment Portfolio, this Christmas at Cornerstone we are thinking about how our seasonal spending can also make a difference alongside our long term investments and savings. We are very grateful to Lindsay Wake, Head of Impact at Social Investment Scotland for guest writing this blog post. With…

Jen PaiceDecember 16, 2019

Cornerstone

Responsible Futures Launch

Reading time: 1 minute > On Thursday 14th November we launched our Responsible Futures investment portfolio during an evening reception held at the Sheraton Hotel in Edinburgh. We welcomed some brilliant guest speakers including Arctic explorer Craig Mathieson and Scottish wildlife enthusiast, Holly Gillibrand. We were also joined by Canaccord Genuity Wealth Management who share our enthusiasm and have developed…

Jen PaiceNovember 14, 2019

Business & Employment

The future of work is coming

Reading time: 4 minutes > The days of an employee turning 65, getting a gold watch or carriage clock and being ushered into a new world of golf, retirement communities and early-bird specials are rapidly disappearing. People are living longer, and organisations are shifting their attitudes toward older workers as a result. Rising life expectancies and an ageing workforce present…

Jen PaiceOctober 25, 2019

Pensions & Retirement

What you need to know: winners and losers under the new State Pension

Reading time: 3 minutes > The figures for people qualifying for the full new State Pension following its introduction in April 2016 reveal almost two in five pensioners (365,290 people, or 38% of claimants) receive less than £150 a week, while a further 314,290 people (33% of claimants) receive more than £150 a week. The new State Pension is a…

Jen PaiceOctober 11, 2019

Tax-Wise: Make the most of your valuable allowances, reliefs and exemptions

Time to update your planned retirement date?

My true love gave to me… 12 tips for tax efficient gifting

Women’s State Pension Age Changes: Government’s bid to ensure ‘pension age equalisation’

A New Dimension of Festive Giving – Shop Social

Responsible Futures Launch

The future of work is coming

What you need to know: winners and losers under the new State Pension

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