Lewis Budden

December 6, 2021

Tax, Pensions, In The News

4 Tax Efficient Investment Allowances You Need to Know

Lewis Budden

December 6, 2021

Tax, Pensions, In The News

4 Tax Efficient Investment Allowances You Need to Know

Last month we covered the government's plans for the biggest programme of tax rises since the 1970s. With this change, it's best to be prepared if you're looking for investment opportunities.

Here are the tax-efficient investment allowances that you need to know about…

Adam Willerton

October 28, 2020

Retirement, Pensions

Top 5 considerations when preparing for retirement

Adam Willerton

October 28, 2020

Retirement, Pensions

Top 5 considerations when preparing for retirement

After years of hard work, the time has finally come to begin thinking about retirement and it pays to be prepared as retirement nears.

Adam Willerton

March 10, 2020

In The News, Pensions, Savings and Investments

How has Coronavirius impacted the Economy?

Adam Willerton

March 10, 2020

In The News, Pensions, Savings and Investments

How has Coronavirius impacted the Economy?

The coronavirus outbreak has infected tens of thousands of people across the world, with UK cases increasing to over 300 in recent days. The rapid spread of the virus has left businesses around the world counting the cost.

Adam Willerton

August 7, 2019

Pensions

Six Top Tips for Pension Savers

Adam Willerton

August 7, 2019

Pensions

Saving for retirement is vital, but many people often ask, how do I save comfortably? Here are 6 top tips to think about when saving your pension.

Adam Willerton

June 11, 2019

Charles James, In The News, Money Management, Pensions, Property and Mortgages, Savings and Investments

Plan To Allow First-Time Buyers To Access Pensions For House Deposit Comes Under Fire

Adam Willerton

June 11, 2019

Charles James, In The News, Money Management, Pensions, Property and Mortgages, Savings and Investments

As the Housing Secretary calls on the government to allow first-time buyers to access their pension funds to help fund a deposit on a house, the Department for Work and Pensions (DWP) argue against the proposal.

Adam Willerton

April 9, 2019

Charles James, In The News, Pensions, Savings and Investments

Generation X Are The Largest Pension Contributors

Adam Willerton

April 9, 2019

Charles James, In The News, Pensions, Savings and Investments

Those aged 43 - 54 account for the largest percentage of overall pension contributions, however they still aren’t contributing as much as they should be.

Adam Willerton

February 26, 2019

Charles James, In The News, Pensions, Retirement, Money Management, Wills

Pension Beneficiaries and Your Will

Adam Willerton

February 26, 2019

Charles James, In The News, Pensions, Retirement, Money Management, Wills

Being aware of the rules around leaving your pension to a beneficiary after you die can avoid lost money or confusion with wills.

Adam Willerton

February 22, 2019

In The News, Pensions, Money Management, Savings and Investments

Pensions Contributions Set To Rise

Adam Willerton

February 22, 2019

In The News, Pensions, Money Management, Savings and Investments

Workers’ pension contributions are set to increase in the very near future.

Adam Willerton

January 9, 2019

Charles James, In The News, Employee Benefits, Money Management, Pensions, Retirement

Pensions in 2019

Adam Willerton

January 9, 2019

Charles James, In The News, Employee Benefits, Money Management, Pensions, Retirement

It’s never a bad time to save money into a retirement fund, however there are big changes coming to pensions in 2019, which you may want to read up on…

Adam Willerton

November 29, 2018

Charles James, In The News, Money Management, Wills, Tax, Savings and Investments, Retirement, Property and Mortgages, Pensions, Interest Rates, Insurance, Employee Benefits

Charles James Named in FTAdviser's Top 100 Financial Advisers 2018

Adam Willerton

November 29, 2018

Charles James, In The News, Money Management, Wills, Tax, Savings and Investments, Retirement, Property and Mortgages, Pensions, Interest Rates, Insurance, Employee Benefits

Charles James Financial Planning is delighted to announce our inclusion into FTAdviser’s Top 100 Financial Advisers 2018!

Adam Willerton

October 19, 2018

Charles James, In The News, Pensions

Pension Savers Set To Receive Better Returns

Adam Willerton

October 19, 2018

Charles James, In The News, Pensions

The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) stated this week that they would attempt to drive value for money for those in pension schemes.

Adam Willerton

October 12, 2018

In The News, Pensions, Retirement

UK Government To Address Pension Tax Anomaly

Adam Willerton

October 12, 2018

In The News, Pensions, Retirement

The Treasury has confirmed that it is looking at ways to change some of the ways in which pensions tax relief is provided.

Adam Willerton

September 17, 2018

In The News, Charles James, Employee Benefits, Pensions

Women Saving More Money into Pensions Than Men

Adam Willerton

September 17, 2018

In The News, Charles James, Employee Benefits, Pensions

According to new figures, women are saving a larger percentage of their income into a pensions than men.

YouSay Social

September 5, 2018

Charles James, In The News, Insurance, Money Management, Pensions, Property and Mortgages, Retirement, Savings and Investments

No-Deal Brexit: Pensions, Savings and Mortgages

YouSay Social

September 5, 2018

Charles James, In The News, Insurance, Money Management, Pensions, Property and Mortgages, Retirement, Savings and Investments

Just seven months remain until the UK leaves the European Union, and with an ever increasing chance of a “No-Deal Brexit”, we take a look at what that means for you.

YouSay Social

August 28, 2018

Charles James, Pensions, Retirement

Pensions: The Basics

YouSay Social

August 28, 2018

Charles James, Pensions, Retirement

Many people, especially young people, put off contributing into a pension as they just aren’t sure how and why they should. Here are the basics of pensions to help you maximise your retirement fund.

YouSay Social

July 6, 2018

In The News, Charles James, Pensions, Retirement

12% of Your Salary Should Be saved Into A Pension

YouSay Social

July 6, 2018

In The News, Charles James, Pensions, Retirement

According to a new report, workers should be saving at least 12% of their annual wage into a pension.

YouSay Social

May 31, 2018

Charles James, In The News, Money Management, Pensions, Retirement

Over 40s Urged To Make Up Pension Deficit

YouSay Social

May 31, 2018

Charles James, In The News, Money Management, Pensions, Retirement

Hundreds of thousands of over 40s are at risk of being left short when it comes to their retirement savings.

YouSay Social

May 23, 2018

Money Management, Pensions, Retirement, Savings and Investments

Get Advice Before Withdrawing From Your Pension

YouSay Social

May 23, 2018

Money Management, Pensions, Retirement, Savings and Investments

Pensions freedoms have brought financial flexibility for those entering retirement age, however you must be aware of the consequences of withdrawing lump sums from your pension pot, especially if you plan on doing so before retirement age.

YouSay Social

May 16, 2018

In The News, Money Management, Pensions, Property and Mortgages, Retirement, Savings and Investments

35 Year Olds Should Have Double Their Salary in Savings

YouSay Social

May 16, 2018

In The News, Money Management, Pensions, Property and Mortgages, Retirement, Savings and Investments

According to a leading investments firm, workers should have double their annual salaries in savings by the time they reach their mid-30s.

YouSay Social

April 10, 2018

Charles James, In The News, Tax, Property and Mortgages, Retirement, Pensions

Taxation Changes For The New Tax Year

YouSay Social

April 10, 2018

Charles James, In The News, Tax, Property and Mortgages, Retirement, Pensions

The new tax year has arrived, and with it comes sweeping changes to the way you pay tax…