by Kate | Feb 10, 2025 | News
One of the simplest but most thoughtful things you can do for your loved ones is to make sure they know where to find your important documents. As financial planners, we often see families face unnecessary stress because key paperwork is hard to locate or missing...
by Kate | Jan 16, 2025 | News
A recent survey has raised questions about retirement readiness. One of the world’s largest investment managers, BlackRock, recently published its latest review of the UK’s retirement landscape. The work was based on a survey of 1,000 savers in defined contribution...
by Kate | Dec 16, 2024 | Social
The office Christmas party! We went for a less traditional approach and started at The Tivoli, Cambridge playing indoor crazy golf. Noon lights, a great soundtrack, holes in one, holes in sixteen (it was a difficult course!). Next we went to Browns for a delicious 3...
by Kate | Dec 12, 2024 | News
The latest Budget move to include pensions as part of your estate for inheritance tax (IHT) is a major change, with potentially significant consequences. At present, most pension benefits payable on death, whether lump sums or other income, are outside the scope of...
by Kate | Nov 21, 2024 | News
The Institute for Fiscal Studies (IFS) has been looking at the numbers on the adequacy of pension contributions. Assumptions behind the percentage of earnings that pensions need to replace in retirement have been revisited – and the outcomes may mean you should...
