Financial Planning

4 mins
Budget 2018

Budget 2018: Top 5 best bits for savers

On October 29th, Philip Hammond shared the 2019 Budget with the public. John Whitehead, MD of Alan Boswell Financial Planners, has reviewed the budget and gives the top 5 takeaways for savers.

10 mins
The gift of giving

The gift of giving

Making a gift to your family when you are still alive is an effective way of passing on your wealth that needn’t be confusing, as John Whitehead, Managing Director of Alan Boswell Financial Planning, explains.

9 mins
Residence nil-band rate

Understanding the residence nil-rate band

Inheritance tax can often be the elephant in the room. Most of us don’t really want to talk about what will happen after our deaths. But with some careful planning, a variety of tax reliefs and allowances can be used to help you pass on as much as possible to your loved ones.

14 mins
How do pensions work?

How do pensions work?

Chartered Financial Planner Neil Marsden explains what pensions are and how they work

4 mins
Find the best private pension

Best private pension: how to find the right pension for you

If you're just starting out, finding the best private pension can seem like a headache and you may need a little guidance to get on the right track.

4 mins
Pension terms decoded

Pension terms decoded

The world of pensions is full of complex terminology, which can make pension advice seem confusing. Here’s our brief guide to help you get started.

9 mins
Pensions for women

Why women need to pay attention to pensions

We explore women and pensions, from the reasons why women often have smaller pension pots, to what they can do to boost their savings

4 mins
Pension finance review

5 areas of personal finance to review in 2017

At the start of a new year, many of us have the best intentions for our personal finances. We take a look at the five areas you should consider in 2017

4 mins
State pension top up deadline

What the Autumn Statement means for your pension

We explore how the 2016 Autumn Statement may affect your personal pension, including MPAA, tax relief and potential changes to the triple lock system.

4 mins
Choosing a financial adviser

5 things to consider when choosing a financial adviser

Whether you're looking for personal pension advice or help with your investments, here are our top five considerations when choosing a financial advisor.

3 mins
Choosing a financial adviser

Choosing a financial adviser may seem quite daunting

There are thousands of independent financial advisers out there, so which one to choose? Read on for our top tips.

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