Lifestyling, risk, reward and pension investment

Lifestyling, risk, reward and pension investment

I have just had a conversation with a member of a workplace pension scheme who asked me to explain the terms above which were all muddled together in a provider’s literature. The question was “what do they mean and why should I be bothered?” Fair enough, it is a good question!

Guidance vs. Advice, (and hope to get the best from them)

Guidance vs. Advice, (and hope to get the best from them)

I have just completed some work for the chairman of a local charity I am treasurer of, which raised a few issues about how you research your pension options. Having contacted his pension provider, he was just about to cash his main pension in when he read the small print on the pack they sent him. The elephant in the room for Pension Freedom is the tax due to HMRC if you take your pension as cash; the bill for him could have been enough to buy a very nice, shiny car!

FE Invest - Quarterly Market Outlook - Autumn 2017

FE Invest - Quarterly Market Outlook - Autumn 2017

The Financial Express analysts give their commentary on the economic events of the last quarter, give asset class returns and look forward to the next quarter.

Download their commentary here.

Corbyn gaining momentum as Kim and Trump escalate tensions

Corbyn gaining momentum as Kim and Trump escalate tensions

Read what the team at FE consider to be significant over the current week.

(This will open a new window and download a PDF to your browser).

Trunp and Kim play chicken as Merkel marches on

Trunp and Kim play chicken as Merkel marches on

Read what the team at FE consider to be significant over the current week.

(This will open a new window and download a PDF to your browser).

A cautionary tale of not planning for Inheritance tax in time

A cautionary tale of not planning for Inheritance tax in time

Imagine you are the attorney, executor and chief beneficiary of your aunt, who is 89 years old and in failing health. The estate is worth around £1.2 Million and consists almost exclusively of stocks and share ISAs and directly held shares.