Tag Archives: IFA

Pension changes – Annual Allowance and how it affects high earners.

Posted on March 10, 2017 by gileswarren

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 →

Are you giving the Tax man lots of money?

Posted on February 26, 2014 by gileswarren

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 →

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor, Uncategorized | Tagged Financial Planning, IFA, Independent, State Pension Scheme Windsor Berkshire, Tax help windsor, Windsor IFA | Leave a comment

Auto Enrolment Pensions – Windsor

Posted on August 14, 2013 by gileswarren

What is auto enrolment? Work place pensions changed in October 2012 for employers because employees now have to be offered contributory Work Place pension scheme – that’s right HAVE to! It’s no longer any good to have a template Stakeholder that nobody joins or to … Continue reading →

Posted in Auto Enrolment Windsor | Tagged auto enrolment, Company Pensions, Financial Planning, Financial Services, IFA, Pension, Windsor | Leave a comment

Difference between Flexible and Capped Drawdown Pensions – Windsor

Posted on June 12, 2013 by gileswarren

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 →

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged Complulsory Pensions, Drawdown, Financial Adviser, Financial Planning, Financial Services, Good Performance, IFA, Independent, Investment Performance, Maidenhead, Windsor, Windsor IFA | Leave a comment

Financial Planning for the end of tax year – Windsor

Posted on March 7, 2013 by gileswarren

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 →

Posted in Financial Planning, Pensions Advice - Windsor | Tagged Budget, Financial Adviser, Financial Services, Good Performance, IFA, Independent, Investment, Maidenhead, State Pension Scheme Windsor Berkshire, Windsor, Windsor IFA | Leave a comment

Financial Planning – Windsor

Posted on March 7, 2013 by gileswarren

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 →

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged Advice, Annuity, Budget, Complulsory Pensions, Drawdown, Financial Planning, Financial Services, Good Performance, IFA, Independent, Windsor, Windsor IFA | Leave a comment

Annuity and your health – Windsor

Posted on August 31, 2012 by gileswarren

According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults aged 55+ (published in December 2011), 60% of people aged 55 and over have received medical treatment for conditions which would qualify them for an … Continue reading →

Posted in Pensions Advice - Windsor | Tagged Advice, Annuity, Drawdown, Financial Adviser, Financial Planning, Financial Services, IFA | Leave a comment

Beware of the Dog – the importance of monitoring funds regularly

Posted on August 9, 2012 by gileswarren

If you watch the money programmes on TV or read the financial pages of the newspapers, you might have come across the term ‘dog fund.’ What does the term mean? And why is it so important to the ordinary investor? … Continue reading →

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged Financial Planning, Good Performance, IFA, Independent, Investment Performance, Maidenhead, Windsor, Windsor IFA | Leave a comment

Auto Enrolment Pensions in Windsor

Posted on March 20, 2012 by gileswarren

What is auto enrolment? Well work place pensions are due to change in October of this year and employers and employees will have to be offered contributory Work Place pension scheme – that’s right HAVE to! It’s no longer any good to have a template … Continue reading →

Posted in Auto Enrolment Windsor | Tagged auto enrolment, Company Pensions, Financial Planning, Financial Services, IFA, Pension, Windsor | Leave a comment

Investment Advice Windsor

Posted on November 14, 2011 by gileswarren

I am constantly asked “whats the best investment” and “where do you put your money” by my clients – however it should always be based around how much risk my client is prepared to take. How do we work this … Continue reading →

Posted in Investment Advice Windsor | Tagged Advice, Berkshire, Good Performance, IFA, Investment, Maidenhead, Windsor | Leave a comment