Articles

Since the introduction of pension freedoms in 2015, you can access your retirement savings in full from age 55. £6.7 billion was withdrawn from pension

Over 11 million UK residents have to complete their Self-Assessment tax return for the 2017/18 tax year by 31st January 2019. For many, the need

When markets are experiencing volatility, it can be a human instinct to gather your investments and withdraw them from investment risk and shelter them into

Being given the responsibility to act as an attorney to manage the financial or health affairs of another person can be a considerable task and

We always aim to be clear and transparent about our charges. New regulations that have been introduced will provide further clarity on the fees and

In the Budget speech on Monday 29th October, the Chancellor of the Exchequer, Phillip Hammond, announced several tax proposals. With the prospect of higher UK

Origen has won Financial Adviser of the Year (Medium to Large Firm) 2018 at the MoneyAge awards in October 2018 in the face of very

Lesley McReynolds reflects on how Child Trust Funds (CTF) and Junior ISAs can be used to help towards your and your children’s financial goals.

Whenever you contribute to your pension, the Government will also add money, via pension tax relief. Pam Henley assesses the value of pension tax relief

Recent reports suggest that savings across the UK are in decline. Jayne Lucas reflects on the benefits of having a savings habit and shows the

Kerry Thomson asks Edward Smith of Rathbones, who are on our panel of discretionary fund managers, about the growing threat of protectionism and considers how

Taking the time to review your financial situation can really save you money and give you greater opportunity to save for your future. Vanessa McCloy

Income needs change in retirement and keeping track of your funds can be a hard task. Michael Spence shows how we use cash flow modelling

Financial planning can quickly evolve; as regulation and tax changes, we often see new challenges arise which may bring into question existing arrangements. Barry Crawford

After receiving an income through employment during working life, Nella Correia considers the options for providing retirement income and the tax consequences of these actions.