Or rather, wake up and think about your pension pot, especially if you are over 50! To encourage consumers to actively think about their retirement provision, the Financial Conduct Authority is proposing that ‘wake-up’ packs should be sent to customers from the age of 50 and then every five years until their pension pot has…
Earlier this year it was reported that Sir Bruce Forsyth had left his £17 million fortune to his wife Wilnelia to avoid inheritance tax. Inheritance tax is a tax on the estate (property, money and possessions) of someone who has died. It appears that Sir Bruce had taken advantage of an estate planning strategy which…
Investment Planning Investment planning is described as: the process of matching your financial goals and objectives with your financial resources – and it’s at the core of our financial planning services at BlackBear Financial Group. A recent survey conducted by online stockbroker The Share Centre found that 66% of 1120 UK investors questioned feel that…
