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Transfer values stay at historic highs into 2018

Typical transfer values for defined benefit scheme members remained high during 2017, ending the year at £236,000, according to Xafinity’s latest data. This was little changed from the end of 2016 when the figure was £234,000 the Xafinity Transfer Value Index shows. However there was some volatility over the year as the difference between the […]

business property relief

Tony Wickenden: Do not overlook clients’ business needs

A greater focus on wealth management means planners are often missing basic requirements of business-owner clients One-person companies have been in the news a bit over the past few years. The main reason for their publicity has been HM Revenue & Customs action against off-payroll working arrangements; in particular, through so-called personal service companies. HMRC’s […]

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Preparing for the journey ahead

Simon Halifax – Senior Marketing Consultant  Life’s unpredictable as no one really knows what the future will hold. The reality is that there’s likely to be a few surprises or bumps in the road along the way on our journey of life These ‘bumps’ aren’t usually positive, so we try not to think about them and […]

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