Category Archives: Financial Planning

Pension changes – Annual Allowance and how it affects high earners.

There is something called the Annual Allowance which is the maximum pension contribution that an individual and employer can make into a pension.   The size of this annual allowance has been  reduced from £40,000 to £10,000 for those earning … Continue reading

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New Years Resolutions

Around 50% of us make New Year’s Resolutions and “sort the finances out” must be one of the most popular: but that’s a little vague – it’s more a wish than a firm commitment to take action. Looking at the … Continue reading

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Understanding Active vs Passive Strategies – Windsor

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading

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Are you giving the Tax man lots of money?

Although, 38% of the nation thinks they’d be confident in sorting out their tax planning without help of professional advice, unbiased.co.uk’s research shows that three out of four (77%) Brits admit they haven’t done anything in the past 12 months to cut … Continue reading

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Difference between Flexible and Capped Drawdown Pensions – Windsor

At retirement you have the option to move into Income Drawdown, rather than take an annuity.  Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time.  This … Continue reading

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Financial Planning for the end of tax year – Windsor

The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading

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Financial Planning – Windsor

Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading

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