All change for the new tax year!

By | 06.2018|Tax Planning|

It's important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us and a raft of new changes have come into force. The good news is that there is little change in the overall tax burden for basic-rate taxpayers. However, there are a number of areas that have [...]

What are your retirement dreams?

By | 06.2018|Pensions, Retirement Planning|

Retirement is a time for you to do the things you've always wanted. When considering your retirement income needs, you need to consider the types of events you would like to happen once you've retired that may impact your budget. Thinking about these early could help you when you're deciding the best way to take [...]

How to make the most of your retirement

By | 04.2018|Retirement Planning|

EVEN IF RETIREMENT ISN’T FAR AWAY, THERE ARE STEPS YOU COULD TAKE TO INCREASE YOUR EVENTUAL RETIREMENT INCOME. THIS APPLIES BOTH TO YOUR STATE PENSION ENTITLEMENT AS WELL AS TO ANY PERSONAL OR WORKPLACE PENSION POTS. We’ve provided some areas to consider that you may wish to discuss with us to help you to meet [...]

When is a Self-Invested Personal Pension the right option?

By | 12.2017|Pensions|

Self-Invested Personal Pensions (also known as ‘SIPPs’) are being used by a rising number of private investors keen to take control of their retirement planning. First introduced in 1989, SIPPs have evolved into the favoured investment vehicle for individuals seeking more control and flexibility in their retirement planning. SIPPs are a form of pension available to all investors who choose to invest into [...]

The Autumn Budget at a glance

By | 11.2017|Budget Announcement|

Philip Hammond has delivered his second Budget as chancellor. Here, we've rounded up the key points of his speech.  Stamp duty and housing Stamp duty is to be abolished immediately for first-time buyers purchasing properties worth up to £300,000. To help those in London and other expensive areas, the first £300,000 of the cost of [...]

The Story Behind Hartey Wealth Management

By | 11.2017|Hartey News|

We've been around since 2014, but for many the story of how we got here is unknown. Here, Karl Hartey explains the idea behind the business and what they are striving to achieve for their clients. “The vision of the company was to adopt a totally fresh client first approach whilst drawing on our twenty [...]

Things to consider when planning your retirement

By | 10.2017|Retirement Planning|

Making sure you have enough money in retirement to enable you to spend your time the way you want to, doing those things you always intended to do, is likely to be at the heart of planning for your retirement. DON’T KNOW WHERE TO START We are all living longer, the State Pension Age is increasing and pensions legislation [...]

Brexit causes millions to change their retirement plans

By | 04.2017|Retirement Planning|

Retirement is undoubtedly a thought-provoking time anyway, but Britain’s exit from the EU appears to have added to the difficulties of retirement planning too, causing many with existing retirement plans to action changes. Findings from LV=* research has revealed that, of those approaching retirement, more than one in four (27%) have changed their retirement plans [...]

The advantages of saving into a pension…

By | 01.2017|Pensions, Retirement Planning|

 

Once you’ve decided to start saving for retirement, you need to choose how to do so. Pensions have many important advantages that will make your savings grow more rapidly than might otherwise be the case.

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What’s your retirement plan?

By | 12.2016|Retirement Planning|

 

Are you thinking about retiring but aren’t sure where to begin with your plans? This checklist offers some tips on what things you should consider before taking the plunge to retirement.

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