Do you want to be a “Silver Striver”? The dos and don’ts.

What is a silver striver I hear you ask? Is it a new superhero from Marvels Infinity Wars film? Well no, a silver striver is the new term being used by marketing types for people who are working past their retirement date. If this is something that you are considering out of choice or necessity [...]

2018-05-29T14:06:34+00:00 May 28th, 2018|News|

Equity release: Product features explained.

Many people who are looking at equity release often get confused about some of the product features on offer. Some would appear at first sight to be just a marketing ploy. Others have some real benefits for you. The list below highlights some of the key terms used by the equity release companies. Check them [...]

2018-05-31T15:43:08+00:00 May 21st, 2018|News|

How to “legitimately” save paying Inheritance Tax

If you have an estate that is worth more than £325, 000, Inheritance Tax (IHT) of 40% is paid on the excess. You can pass on your estate to a spouse or civil partner completely tax-free on death. If you leave it to your children or others, they will not benefit in the same way. [...]

2018-06-06T17:14:09+00:00 May 14th, 2018|News|

Retirement. What you need to do before you retire.

If you are dreaming of retirement, spending some time getting your financial affairs in order is a good idea. This will help you to realise if you can afford to retire with a standard of living that you are used to or if making a few financial sacrifices will help you achieve your end goal. [...]

2018-04-30T18:12:50+00:00 May 10th, 2018|News|

3 Reasons Why You Should Review Your Existing Pension Contracts

By Rachel Efetha, Chartered Financial Planner, based in Bedford, Bedfordshire. According to the insurer, LV= the UK worker will change jobs every five years on average.  Assuming you have a new pension for every job, the average 40-year-old will have accumulated five pensions. Below are the top three reasons why you should review your existing [...]

2018-05-04T16:10:48+00:00 May 7th, 2018|News|

We help a local charity make a big splash!

Northamptonshire Telegraph Johnston Press Last year through our golf day we raised over a £1,000 for the charity Serve. SERVE the Northamptonshire based charity, were looking to raise money for a new purpose-built bathroom for people who are elderly or have disabilities. Their hard work paid off recently with the opening of this [...]

2019-05-10T15:22:11+00:00 May 3rd, 2018|Community, News|