by Andrew Heath | Nov 13, 2023 | Live Happy, News, Plan Well, Tips & Advice
Pension tax relief is a government incentive to encourage individuals to save for retirement. It boosts your pension contributions based on your income level, the amount which is being contributed and the type of pension scheme you have. The two main methods of...
by Andrew Heath | Oct 4, 2023 | News, Plan Well, Tips & Advice
Market Highlights Markets were range bound over the summer period following concerns over whether interest rates were close to reaching their peak. While most asset classes delivered marginally negative returns over the quarter in sterling terms, broad market...
by Mario Waschefort | Oct 2, 2023 | Live Happy, News
Two-fifths (38%) of newlyweds, and brides- and grooms-to-be are going over budget on their special day, with most of these couples citing the rising cost of living (51%) and suppliers being more expensive than they anticipated (44%) as the reasons for this increased...
by Andrew Heath | Oct 2, 2023 | News, Plan Well
A Power of Attorney, or general Power of Attorney, is suitable for temporary situations when you need assistance. It remains valid only as long as you have mental capacity. This can be helpful for tasks like managing finances during a business trip or medical...
by Colin Chalker | Sep 4, 2023 | News, Plan Well
Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. Historically, numerous investors have opted for a 60% equities and 40% bonds split in their portfolios, as these two assets often (keep in mind, not always)...
by Paul Mitchell | Sep 4, 2023 | News, Plan Well, Tips & Advice
If you’re under 75 and have relevant UK earnings, you can benefit from tax relief when contributing to a personal pension like a Self-Invested Personal Pension Plan (SIPP) or workplace pension scheme within the annual allowance. The government provides basic rate tax...
