Pensions - Page 3

Against a backdrop of slow global growth, stubbornly high inflation, rising interest rates and growing geo-political tensions, markets continued to perform poorly in Quarter 3.

The year so far has been tough, certainly one that will have tested the stamina of many investors. Our summary of 2022 provides an overview of markets so far.

Our latest webinar recording suggests it's never too early to discuss inheritance and with inflation and the cost of living dominating headlines we also provide an information update on the markets.

The first Quarter of 2022 was dominated by the invasion of Ukraine continuing the market's rollercoaster ride.

The Russian invasion of Ukraine is deeply concerning on many levels, creating the largest humanitarian crisis in Europe for decades. Growing sanctions against Russia is adding to market volatility. Looking after our clients' investments is our highest priority.

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

In this webinar we will explain, using some some simple software, how easy planning for the future can be.

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…