Category Archives: Investment Advice Windsor

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

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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

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The New Help to Buy ISA – Windsor

During the 2015 Budget announcement, the Chancellor, George Osborne revealed a new type of ISA, to be made available to the public in the Autumn of this year. The Help to Buy ISA is sure to be of interest to … Continue reading

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Property Prices Update – Windsor

Greater caution appears to be being exercised across the UK housing market as house price momentum slowed to the same level it was 16 months ago, according to the latest Royal Institute of Chartered Surveyors (RICS) Residential Market Survey. Nationally, … Continue reading

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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

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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

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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

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