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Category Archives: Financial Planning
Retired women could be owed millions in underpaid state pensions
Older women are being warned that they should check for a missing ‘marriage uplift’ that could be worth £10,000 or more, following a series of mistakes. Under old state pension rules, there was a promise to pay married women a … Continue reading
Why is Financial Planning Important?
We all have goals in life, and to achieve these goals, it is important to plan for them. The old saying “If you fail to plan – you are planning to fail” is … Continue reading
Pension changes – Annual Allowance and how it affects high earners.
There is something called the Annual Allowance which is the maximum pension contribution that an individual and employer can make into a pension. The size of this annual allowance has been reduced from £40,000 to £10,000 for those earning … Continue reading
New Years Resolutions
Around 50% of us make New Year’s Resolutions and “sort the finances out” must be one of the most popular: but that’s a little vague – it’s more a wish than a firm commitment to take action. Looking at the … Continue reading
Posted in Financial Planning, Pensions Advice - Windsor, Uncategorized
Tagged New Years Resolution
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Understanding Active vs Passive Strategies – Windsor
The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading
Are you giving the Tax man lots of money?
Although, 38% of the nation thinks they’d be confident in sorting out their tax planning without help of professional advice, unbiased.co.uk’s research shows that three out of four (77%) Brits admit they haven’t done anything in the past 12 months to cut … Continue reading
Difference between Flexible and Capped Drawdown Pensions – Windsor
At retirement you have the option to move into Income Drawdown, rather than take an annuity. Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time. This … Continue reading
Financial Planning for the end of tax year – Windsor
The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading
Financial Planning – Windsor
Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading
9 financial planning steps you should take in the 5 years before you retire – Windsor
For most of us, it’s simple. Go to work every month, get paid, have a look at the pension deduction on your wage slip. Once a year you receive a pension update that you don’t really understand. Oh well, pop … Continue reading
Giles Warren Financial Blog 