Category Archives: Uncategorized

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

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor, Uncategorized | Tagged , , , , | Leave a comment

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

Posted in Financial Planning, Pensions Advice - Windsor, Uncategorized | Tagged | Leave a comment

Pensions vs ISA’s – Windsor

Many of our clients will be aware of the tax advantages that can come from using an ISA or a pension to save for your future. If you are not currently a client however, or are unfamiliar with the tax … Continue reading

Posted in Uncategorized | Leave a comment

Buildings & Contents insurance on flood plain – Windsor

My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance.  In many cases it is difficult to get Home and Contents Insurance if you are … Continue reading

Posted in Buildings & Contents, Uncategorized | Tagged , , | Leave a comment

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

Image | Posted on by | Tagged , , , , , | Leave a comment

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

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor, Uncategorized | Tagged , , , , , | Leave a comment

Married without a Will – Windsor

So you think you’re going to get all of your spouse’s estate if they died without a will?  Think again!  If you have children, then the spouse left would inherit £250,000 and the life interest in the remainder,  and the … Continue reading

Posted in Uncategorized | Leave a comment