Some of our thoughts

Recent state pension changes – what do they mean to you and how can you take steps to boost your state pension?

Jenny Ives, Senior Financial Planner and our expert in Later Life finance, looks at changes in the State Pension and how you can improve your own ‘pot’

The latest round of state pension changes were implemented on 6 April 2016 and this October the Department of Works and Pensions (DWP) launched another consultation on state pension age, which is set to run to the end of the year. Its purpose is to ensure the state pension age ‘remains affordable and fair for all’.

Read More

Should you be aiming to sell your business twice?

Andrew Moore, Senior Financial Planner in our Plymouth office explores the concept of selling your business twice. This article was originally published in the Summer Edition of Devon Life Business & Professional .

Following on from my previous article in Devon Life Business & Professional on the importance of having a clear game plan for your own life, I am going to touch on the specific issue of using a business to fund your retirement years.

For many business owners, a large part of their retirement plan is to eventually sell the business they’ve built, step back and enjoy a well-deserved and well-funded retirement. When it works, this strategy is brilliant, and we see many clients at this stage with a handsome amount of capital to make use of, and investment decisions to make.

Read More