Pensions & Retirement
NHS Funded Care – What You Should Know
Posted in Financial Advice, Long Term Care (+1 more), on 19.02.15 Read Fiducia adviser Sarah Travers explains NHS funded care and what you could be entitled to in the future.Pension Wealth- Keeping It In The Family
Posted in Pensions & Retirement, Auto Enrolment on 27.11.14 Read In the build up to the proposed pension changes to be announced on December 3rd, our pension’s expert Sarah Travers gives...The What, Why, When, Where and Who on Pension Death Benefits
Posted in Pensions & Retirement, Lifetime Limit on 07.10.14 Read The Government has recently announced how they will amend the current high tax charge on death within a defined contribution...Understanding The State Pension – Part 2 – How Much May You Receive?
Posted in Pensions & Retirement, State Pension on 03.07.14 Read In the second part of her articles on the State Pension, Fiducia adviser Sarah Travers explains what you could expect to...Understanding the State Pension
Posted in Pensions & Retirement, State Pension on 02.05.14 Read Financial Adviser Sarah Travers explains the basics of State Pensions and when you can expect to receive yours.‘Pension Trek: To boldly go where no pension has gone before’
Posted in Pensions & Retirement, Company Pensions on 11.01.14 Read Richard Birch, Technical Consultant with Lark Life & Pensions Ltd looks at the universe of Auto-Enrolment…now coming to you at...Use Pension Carry Forward Now To Make the Most of Top Rate Tax
Posted in Pensions & Retirement, Tax Planning on 08.04.13 Read The reduction in additional rate income tax on 6 April 2013 will have a negative effect on pension contribution tax relief for...The New, Simplified State Pension System
Posted in Pensions & Retirement, State Pension on 15.02.13 Read The long-awaited details on the future of the UK state pension have finally been revealed. Fiducia strips away the...Good News for Capped Drawdown, But Is It Good Enough?
Posted in Pensions & Retirement on 21.12.12 Read In his Autumn Statement on 5th December the Chancellor announced that the maximum limit for Capped Drawdown calculations...Pension Tax Relief In the Firing Line
Posted in Pensions & Retirement, Fixed Protection on 12.12.12 Read As widely expected pensions tax relief was in the firing line in the Chancellor’s Autumn Statement delivered to Parliament...The What, Why, When, Where and Who on NEST
Posted in Pensions & Retirement, NEST on 15.11.12 Read Many companies are beginning to wonder what all the fuss is about with regards to NEST. Fiducia are happy to set out in...Year End Planning: Pensions
Posted in Pensions & Retirement, Pension Contributions on 20.02.12 Read Pension Contributions This is the first tax year-end in which the new £ 50,000 annual allowance and carry forward rules need...Case Study: Pensions & Divorce
Posted in Pensions & Retirement, Pensions & Divorce on 18.01.12 Read Pensions and Divorce Background Our client Alice, aged 52, was referred to us following her recent divorce. She had been...The Pros and Cons of Annuities
Posted in Financial Planning, Fiducia News (+6 more), on 05.04.24 Read Annuities allow retirees to receive a guaranteed income for life in exchange for a lump sum payment from your pension fund....Financial Planning for Singles vs Couples
Posted in Financial Planning, Fiducia News (+9 more), on 12.04.24 Read Financial planning looks quite different whether you are managing money as a single person or as a couple. From income and...Evaluating Early Retirement: Pros and Cons
Posted in Financial Planning, Financial Advice (+4 more), on 26.01.24 Read The dream of retiring early to pursue your passions and freedom is appealing to many. But it requires both financial and...5 reasons to have a Financial Adviser
Posted in Financial Planning, Final Salary Pensions (+8 more), on 31.07.23 Read In today’s uncertain and volatile economy, succumbing to financial stress has become all too common. In such a scenario,...Bite sized bits – Retirement Needs
Posted in Financial Planning, Financial Advice (+2 more), on 24.07.23 Read Retirement is a crucial stage in life that requires careful planning and preparation. It’s a time when you are no longer...Using Pensions & ISAs to provide liquidity in times of property market stress
Gordon Kearney, Managing Director & Financial Adviser
Posted in Financial Planning, Financial Advice (+4 more), on 23.06.23
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The property market can be unpredictable at the best of times, and during times of stress, it can be difficult to liquidate...
***UPDATED*** After the UK Budget, should I pay into my pension again?
Susie Laws, Director & Chartered Financial Planner
Posted in Financial Planning, Financial Advice (+6 more), on 22.03.23
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“Following the budget, should I pay into a pension again? And what about if I have existing transitional LTA...
Be More Tax Aware
Posted in Corporation Tax, Financial Planning (+15 more), on 02.03.23 Read It’s not exactly a huge secret…but the end of the 2022/23 tax year is fast approaching. What can you do to ensure you are...Performance of FWM ESG Portfolios
James Crisell, Financial Adviser
Posted in Investing, ESG (+9 more), on 31.10.22
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A difficult year for everyone!
In 2021, over $500 billion flowed into ESG (Environmental, Social, and Governance) funds, and...
Economist Q&A – With Michael Hughes
Posted in Financial Planning, Fiducia News (+10 more), on 30.09.22 Read Following the mini budget delivered by UK Chancellor Kwasi Kwarteng, financial markets have suffered a downturn in fortune....
