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Category Archives: Uncategorized
A Guide to Pensions for the Self-Employed
Are you among the almost 5 million Brits who are self-employed? If the answer is yes, then you are also likely to be one of the two-thirds of self-employed people who aren’t yet saving into a pension. Giles Warren is … Continue reading
Posted in Pensions Advice - Windsor, Uncategorized
Tagged pensions, retirement advice, self-employed
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Is a Pension Drawdown Scheme Right for Me?
Pension drawdown schemes are intended to give clients more control over their pension funds and how and when to extract money from their pension pots. When you set up a pension drawdown scheme, you have the option to take out … Continue reading
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How to Limit Taxation After Retirement
Many of us look forward to retirement and hope that we can be financially secure by the time we finish working for good. Careful planning helps but being aware that taxation can continue even past retirement is important if you … Continue reading
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Capping the tax-free lump sum would be a mistake
A new report by an influential think tank has suggested that the tax-free lump sum for pensions should be capped at just £40,000. Giles Warren Financial, and many other independent financial advisors, think this would be a mistake. Here, we explain … Continue reading
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The Autumn Budget – Our View
As trusted providers of financial planning services in Windsor and beyond, we think it’s important to provide you with a quick debrief on how the recent Autumn Budget might impact you. Below we’ll explain how Philip Hammond’s latest Budget will … 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
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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Pensions vs ISA’s – Windsor
Many of our clients will be aware of the tax advantages that can come from using an ISA or a pension to save for your future. If you are not currently a client however, or are unfamiliar with the tax … Continue reading
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Buildings & Contents insurance on flood plain – Windsor
My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance. In many cases it is difficult to get Home and Contents Insurance if you are … Continue reading
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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