Can you be too young to save for a pension? Here are some important things to consider when looking at saving for your retirement.

The Office of Tax Simplification (OTS) published its long-awaited second report on inheritance tax (IHT) in July with a range of useful proposals.

With so many people offering advice on how to save for retirement, who can you really trust? Your parents, your bank, accountant or financial adviser?

Our Bury St Edmunds branch welcomes Calum O’Donnell, our new Chartered Financial Planner.

Recent HMRC statistics highlight the over-taxation of some pension benefits. Could you be due a refund?

A report by HMRC revealed only a quarter of people surveyed could identify true and false statements about inheritance tax.
Are you in the top 25%?

According to a recent Financial Times report, some NHS consultants are receiving tax bills of up to £87,000, prompting them to reduce working hours or even take early retirement.

With life expectancy rates increasing and pensions being stretched to the limit, the trend of working past 65 is growing. How long do you plan to work for?

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.

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.