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Gary Lumb
Dec 15, 20204 min read
New year’s resolutions to improve your finances
The start of a new year is the perfect time to get your finances in order. A few simple changes could improve your finances in 2021 and...
Gary Lumb
Dec 8, 20201 min read
Inheritance Tax and gifting guide
If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that...
Gary Lumb
Sep 14, 20204 min read
Investment market update: August 2020
Once again, Covid-19 and lockdown issues continued to influence the market. But signs of a recovery are beginning to emerge, however,...
Gary Lumb
Sep 14, 20204 min read
5 things to consider if property is part of your retirement plan
Figures suggest that many people are planning for property to play at least some role in their retirement income. With property prices...
Gary Lumb
Sep 14, 20203 min read
Does market volatility affect your pension choices?
If you’re retiring this year, you may be worried about what the market volatility caused by Covid-19 means for your options. The good...
Gary Lumb
Sep 14, 20203 min read
Should you choose cash or stocks during Covid-19 volatility?
With the stock market experiencing volatility due to Covid-19 earlier this year and further uncertainty about the state of the economy,...
Gary Lumb
Sep 14, 20203 min read
Is your business protected with a Lasting Power of Attorney?
When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority. But for business owners, they...
Gary Lumb
Sep 14, 20203 min read
What to do if you have multiple small pension pots
Throughout your career, you’ve probably contributed to a few pensions. It can be easy to lose track of them, so you may have considered...
Gary Lumb
Mar 18, 20206 min read
Covid-19 Update
Coronavirus update, what to expect during these uncertain times
Gary Lumb
Dec 5, 20193 min read
Do you need Income Protection
What is it? Income protection insurance is a long-term insurance policy designed to help you if you are unable to work because you’re...
Gary Lumb
Nov 11, 20194 min read
Should I merge my old pension pots into one scheme?
Most pension savers at some point will have a thought about their old pensions and whether or not having one pension, is better than...
Gary Lumb
Oct 16, 20192 min read
Are you stuck in the 60% tax trap?
Most people are of the opinion that the highest rate of UK Income tax is 45%, however there are a few situations where the amount is...
Gary Lumb
Oct 2, 20193 min read
How much can I save into my pension?
For most people, pensions are the best way to save for retirement, thanks to generous tax relief and tax-free growth over the long term....
Gary Lumb
Oct 1, 20193 min read
Limited company tax: what do I need to pay?
Corporation Tax Every limited company in the UK must pay Corporation Tax (CT) which is an annual tax paid on profits, typically within...
Gary Lumb
Sep 30, 20193 min read
Income Protection - Product Guide
Income Protection is often misunderstood with most people wrongly believing that their employer, or the state would cover them if they...
Gary Lumb
Sep 23, 20192 min read
Relevant Life Insurance Policies - are you missing out on thousands?
Why Relevant Life Policies shouldn't be overlooked.
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