Why a midlife MOT could be just what your finances need

Why a midlife MOT could be just what your finances need

A mid-life financial MOT allows those in their 40s and 50s to spot issues in their wealth planning in good enough time to have a significant positive effect on your income and lifestyle in future decades.

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Pensions: Bad news as well as good

Pensions: Bad news as well as good

A well-funded pension pot doesn’t necessarily mean a well-run one, and it is vital that savers take proactive action to ensure their investments deliver the retirement they deserve.

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What HNWIs need to know about final salary transfers…

What HNWIs need to know about final salary transfers…

Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.

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Retirement fears<br> loom for HNWIs,<br> but help is at hand

Retirement fears
loom for HNWIs,
but help is at hand

Retirement fears affect even the affluent, but it is never to early – or too late – to take proactive action on your pension planning.

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The retirement risks<br> investors cannot afford to ignore

The retirement risks
investors cannot afford to ignore

Effective retirement planning is a delicate balancing act in which many “unknowns” need to be factored in, otherwise there may be a serious risk of you outliving your savings.

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Guaranteeing a retirement income via an investment portfolio

Guaranteeing a retirement income via an investment portfolio

Retirement planning is one of the most challenging elements of managing your wealth, and arguably the most important. How much you should put aside, where […]

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Key ways to make your property wealth work harder in retirement

Key ways to make your property wealth work harder in retirement

Many individual’s main asset is their home, but what you may not know is that it’s relatively simple to make your property wealth work harder […]

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10 pension planning secrets unveiled by 6 wealth experts

10 pension planning secrets unveiled by 6 wealth experts

As the end of the tax year approaches, time is running out for higher-earners to maximise generous pension reliefs. But there are many other ramifications […]

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Putting HNW pension planning under the Microscope

Putting HNW pension planning under the Microscope

Appreciating the finer points of pension planning is essential to avoid pitfalls as well as garner rewards, warns Simon Bashorun of Investec Wealth and Investment. […]

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