Preparing for retirement today

14 December

To prepare for retirement, there are forced savings such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance just to name a few.   These days, preparing for retirement has...[Read More]

The positive impact of salary sacrifice plans on pensions

7 September

Not everyone is aware of the positive impact of salary sacrifice plans on pensions — which is precisely why a lot of employees in the United Kingdom may be overlooking this pension tax benefit. Salary sacrificing is a tax-efficient approach to...[Read More]

Complications executors may face

16 March

Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]

5 Ways to Live Your Best Life After Retirement

25 January

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]

What does retirement look like in today’s modern world?

15 December

To prepare for retirement, there are forced savings such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance just to name a few. These days, preparing for retirement has become...[Read More]

You do not get your State Pension automatically – you have to claim it

13 October

How it works You do not get your State Pension automatically – you have to claim it. You should get a letter no later than 2 months before you reach State Pension age, telling you what to do. You can either claim your State Pension or delay...[Read More]

Salary sacrifice to maximise your take-home pay and pension

6 October

Not everyone is aware of the positive impact of salary sacrifice plans on pensions — which is precisely why a lot of employees in the United Kingdom may be overlooking this pension tax benefit. Salary sacrificing is a tax-efficient approach to...[Read More]

Salary sacrifice for employers

15 September

A salary sacrifice arrangement is an agreement to reduce an employee’s entitlement to cash pay, usually in return for a non-cash benefit. As an employer, you can set up a salary sacrifice arrangement by changing the terms of your employee’s...[Read More]

Future-proof your family finances: 3 essential tips

8 September

If there’s anything people learned from the recessions and global crises of recent past, it’s that no one is immune to economic upheavals. Even middle to upper-class families are at the mercy of their finances when misfortune strikes. This can...[Read More]