State pension offer

Posted on Mar.30, 2017 by in Latest News

A Government offer enabling savers to boost their State pension by making a lump sum payment to secure additional income of up to £25 per week ends on 5th April 2017. The offer has been available since 2014, when it was introduced to enable people who lost out as a result of the replacement of the old basic State pension… more


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Should I stay or should I go?

Posted on Mar.30, 2017 by in Latest News

Occupational pensions have been in the news recently for a number of reasons. First, the near collapse of the BHS pension scheme. Then the Government plan to make it easier for employers who are struggling to maintain pension promises to water down their pensioners’ benefits. Add in the fact that the terms on which employees can transfer out of schemes… more


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Time to review your Will?

Posted on Mar.30, 2017 by in Latest News

Until 2007, it was standard advice to people whose estates would potentially be liable to pay inheritance tax to include in their Will a trust into which part of the value of the estate would pass. In most cases, this is no longer appropriate. The reason for the trust was that no inheritance tax is payable on the first slice… more


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Three minutes with…

Posted on Mar.29, 2017 by in Latest News

Emma Prescott joined our team to provide administration support to the financial advisers.  Let’s find out a little bit more about here in three minutes… Summarise what you do in one sentence: Corporate employee benefit advice, administration and broking. What does a typical work day look like for you? No two days are the same as it depends on my… more


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Generation FS

Generation FS