Having a pension today is recognised as just one important step along the path to achieving your dreams once you have stopped working. Now, not only must you carefully consider where you actually invest your pension money and how you are going to use your pension, but if appropriate you should also review other forms of retirement savings. Reviewing your retirement planning is critical, and probably the single most important decision you can make to help you realise your long-term goals. Continue reading “Enjoy the time of your life”
The best gift you can ever make to your grandchild or grandchildren this festive period will have a longer-lasting impact
Your grandchild or grandchildren may want the latest toy or gadget this Christmas, but how about giving them a present that can help their financial future? UK tax laws allow children to receive pension contributions of up to £3,600 a year from the moment they are born. Continue reading “Gifts of the financial variety”
By establishing a trust, you could protect your assets for future generations and protect your family business, in addition to offering charitable and other social benefits. Continue reading “UK Trusts, passing assets to beneficiaries”
Effective Inheritance Tax planning could save your beneficiaries thousands of pounds, maybe even hundreds of thousands, depending on the size of your estate. At its simplest, Inheritance Tax is the tax payable on your estate when you die if the value of your estate exceeds a certain amount. Continue reading “Inheritance tax”
Protecting your income should be taken very seriously, given the limited government support available. How would you pay the bills if you were sick or injured and couldn’t work? Income protection insurance, formerly known as ‘permanent health insurance’, is a financial safety net designed to help protect you, your family and your lifestyle in the event that you cannot work and cope financially due to an illness or accidental injury preventing you from working. Most of us need to work to pay the bills. Continue reading “Income protection insurance”
The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. But critical illness cover can provide vital financial security when you need it most. Most homebuyers purchase life assurance when they arrange a mortgage, but overlook critical illness cover, another form of financial protection that we are statistically more likely to need before reaching retirement. Continue reading “Critical Illness Protection”
Attain Wealth Management’s senior adviser Robert Price donned his golfing gear last week to play a round of golf in aid of a medical response charity.
The company stepped up to the tee and sponsored one of the holes for the annual event organised by The One Group which was held at Wyboston Lakes Golf Course on Friday, 19 July, 2013.
Rounding off the day’s proceedings, over £8,500 was raised for MAGPAS – Mid-Anglia General Practitioner Accident Service, which needs £2 million worth of donations each year to operate.
Above par, the total raised beat last year’s total of £7,545.