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Tag Archives: Windsor IFA
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
Pension Drawdown Freedom – Windsor
The new pension freedoms are great news for savers, with more flexibility and options for retirement now available. However, the freedoms also come with a level of risk, particularly for that first wave of savers looking to exercise their new … Continue reading
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
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
