Independent Wealth Management

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Blog

The New Pension Rules in a Nutshell

You may have heard that the rules surrounding how you take your pension benefits are changing. These new rules will apply from April 2015.

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What do those who have already retired wish they had done?

If you are retired, what do you wish you had done differently? If you’re not yet retired, wouldn’t you be interested to know what retired people wish they had done differently?

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Are you claiming your full pension tax relief?

If you are a high rate tax payer with a personal pension, you need to be sure that you are receiving your full income tax relief on your contributions.

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Do you qualify for Simply Life?

Simply Life is a new and innovative type of Life Cover from Aegon promising a low cost and easy to understand protection product.

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Has your adviser disappeared?

We recently received an enquiry from someone whose financial adviser had disappeared. The adviser in question used to be an IFA with Inter-Alliance. It occurred to me that this must be an occasional problem for people. You see, financial services companies have come and gone over the years. In fact, I spent four years of my career with Inter-Alliance before setting up Professional Wealthcare in 2001.

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The Retail Distribution Review and Adviser Fees

Welcome to 2013 and to the world of financial advice following the Retail Distribution Review (RDR).

You may have already heard about the recently implemented RDR. These are the words of The Financial Services Authority:

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Will you be a burden on your children?

I’m sure we all want to give our children the very best, but my observation is that many parents are storing up problems for the future. Let me explain:

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How Much Life Cover Do You Need?

There are various ways of calculating how much life cover you should have. You will need to consider all of your debts, including mortgage, credit cards, car loans etc and also the ongoing monthly costs that will continue after death.

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Your Retirement – A Wake Up Call

Firstly; a simple mental arithmetic exercise

1. At what age do you intend or expect to retire?
2. What age are you now?
3. Subtract your age now from your retirement age.
4. Multiply the result by 12.
5. Write down your answer.

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The Retiring Population

This year, more people than ever are reaching age 65 in the UK. In fact, forecasts have predicted that over 800,000 people are reaching this milestone during 2012. The reason of course is due to the post war baby boom. At Professional Wealthcare, we’ve noticed a significant increase in the amount of enquiries we’re receiving from people approaching retirement and we expect this trend to continue.

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Blog Categories

Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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Barry has helped me with pension advice and monitoring.  He has been extremely professional, courteous and helpful. Thank you.

Jim Melvin

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