Market & Investment Update – Ukraine invasion
We wanted to give investors using our services an update on the market position following the invasion of Ukraine by Russia. Please note the time of writing is 4.25pm on…
Financial Services
Pensions experts say a minimum of £10,900 a year needed to retire
A single person will need post-tax annual income of £10,900 for a minimum standard of living in retirement, according to the Pensions and Lifetime Savings Association (PLSA). The minimum retirement…
Why bother digging up old policies?
We have launched our initiative to provide Free Financial Guidance for self-employed individuals this week, and we are extremely pleased with the outcome of a very recent review undertaken by…
Free Financial Guidance for the Self-Employed
The Personal Finance Society is supporting World Financial Planning Week 2020 through established pro-bono programmes this week with a view to providing financial planning advice to The Armed Forces, and…
Pension Awareness Week – How Simpson Wood Financial Services can help
As Pension Awareness Week draws to a close we wanted to show how we are able to help you with your pensions. Within the UK we are currently facing a…
Covid-19 Measures for individuals
We have pulled together a round-up of the key Coronavirus announcements so far for individuals including useful links to government sites. Mortgage holidays For people who find themselves in financial…
Investments in the Covid-19 environment
Over the past two weeks or so, my team of advisers and I have taken numerous calls relating to the drop in global investment markets. The purpose of this communication…
HMRC collects record amounts of IHT
The government has announced that HMRC collected a record sum of £5.4 billion in inheritance tax (IHT) during the 2018/19 tax year. The increase comes on the back of a…
Tax efficient investments ahead of the tax year end
With the end of the tax year looming there is still time to save tax for 2018/19. Make full use of your ISA allowance – ISAs can offer a useful…
Plotting a course through the Brexit fog
2018 in review, what COULD we expect for 2019 and our thoughts on what you should be doing As one of four practicing financial advisers within Simpson Wood, questions and…
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