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With-profits fundsFewer ups and downs than investing directly in shares If you save regularly or invest a lump sum using a […]
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Investment trustsMaking money by investing in other companies An investment trust is a public company that raises money by selling shares […]
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Stocks & Shares ISAsInvesting in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used to hold stocks and […]
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Inheritance TaxNo longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very […]
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Why do you want to invest?Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting […]
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State pensionHalf a million workers past pension age could be paying unnecessary tax A significant number of people working past the […]
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Making plans for your retirementTailored to match your particular needs and aspirations One of the most important stages in life which everybody has to […]
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Income protection insuranceCover for you and your family finances It’s important to be able to keep your finances healthy as you recover […]
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Whole-of-life insuranceGuaranteed tax-free payment whenever you die Whole-of-life policies tend to offer the policyholder lifelong protection and are designed to give […]
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Bank of Mum and DadInnovative products to be created for would-be home owners The Building Societies Association (BSA) have recently published a raft of […]