Wimbledon's Leading Firm of Chartered Financial Planners

Brexit and your portfolio

Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance that the government could fall. One or both of these events would […]

Safety net crucial for protecting your home during financial shock

Many Brits are lacking a financial safety net to protect them from income shocks. It means they could be putting their home, possessions and lifestyle on the line, research suggests. Family finances are stretched, and many are choosing not to put money away for a rainy day. However, with worries about what would happen if […]

Have you considered the cost of care in retirement?

In the next 20 years, the number of elderly people needing constant care is expected to double. You’ve probably thought about how long your pension needs to last and whether you’re saving enough. But have you factored in the cost of care? By 2035, it’s expected there will be 446,000 adults aged over 85 that […]

Making sure your pension lasts a lifetime as withdrawals increase

More pensioners are choosing to forgo a guaranteed income that comes from an annuity, instead favouring making withdrawals directly from their pension using flexi-access drawdown. While providing more flexibility, the latest data suggests those using drawdown may face financial hardship later in life. Ensuring that your savings will support you throughout your later years is […]

How to minimise Inheritance Tax paid on your home

Inheritance Tax has hit a record high and with property prices soaring, now is the time to think about how to minimise the bill your loved ones will be left with. Talking about what will happen to your wealth when you die isn’t a topic anyone wants to discuss. But it’s an important area to […]

The top retirement destinations for Brits

Brits who are heading abroad for their retirement have revealed the hotspots that are tempting them; of course, there’s more to think about than just the destination of your new home. For some approaching retirement, leaving the UK behind for different climes is a dream. Whether it’s the weather, culture or the desire for a […]

How long will your pension last?

Research has found 63% of workers approaching retirement are already planning on working longer than planned. So, do you know how long your pension would last if your retired today? Financial pressures mean that people are working for longer and often beyond the time they expected. With life expectancy rising, it’s important to assess how […]

Could you help your children have a £1 million pension?

Using your gifting allowance effectively could mean you’re able to leave your children or grandchildren a significant, tax-free gift behind in the form of a £1 million pension. Discover the steps you can take to reach this goal. With auto-enrolment now in full force, the topic of saving for retirement has never been more relevant […]