by blakeandday | 8th March 2021 | Equity Release, Financial Planning, Pensions
Many households are facing financial struggles and are looking at ways to generate capital and/or income. Two options that may be available for the over 55’s are to either release equity from their property of take capital or income from their pension pots. Both...
by blakeandday | 16th October 2018 | Financial Planning, General Lifestyle
Inheritance ISAs – the new(ish) rules Did you know that you can inherit your partner’s ISA savings? New rules effective from April 2015 that mean ISA assets can now be passed to spouses/civil partners and keep their tax-friendly status. However many people are...
by blakeandday | 15th August 2018 | Education, Financial Planning, General Lifestyle
ISA transfers: How do you move on? Are your ISA’s working for you? Sometimes, having owned your Individual Savings Account (ISA) for a few years, you might notice that the interest or underlying investments no longer give you the return that you need. You may have...
by blakeandday | 15th August 2018 | Education, Financial Planning, General Lifestyle
Make the most of your ISA allowance while you can! Are you using your ISA allowances each tax year? You wouldn’t want to miss out on a year’s worth of tax efficiency, so now’s the time to take a look at your savings and move your money within the tax...
by blakeandday | 6th November 2017 | Debbie Day, Education, Felixstowe, Financial Planning, General Lifestyle
Couples splitting up or going through divorce don’t discuss pensions leaving women thousands out of pocket. • Couples prioritise splitting property and savings and even who keeps the pets • But just 9% would want a fair share of their partner’s pension if they...
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