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Wetherby independent pension advice

Things to consider before cashing in a pension

Wednesday, 12 September 2018

For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have and how you want to take benefit ...


Independent investment advice from Wetherby IFA Wendy Cochran

Understanding investment risk

Thursday, 19 July 2018

Everyone knows that investments carry risk, but what does this mean in practice, and how much risk should you take? Your investment time frame will determine your risk profile to some extent, as this ...


Independent financial advice, Wetherby, Yorkshire

Received an incorrect bill? We strongly advise that you pay it anyway

Thursday, 5 July 2018

Everyone knows that if you owe money on a utility bill, phone bill, credit agreement or loan then you have to make the monthly payments or you will get a "black mark" on your credit file. But what if ...


Independent financial advice, Wetherby, Yorkshire

A reminder of the tax changes that apply from April 2018

Wednesday, 27 June 2018

To help you navigate your way through the main changes that could have an impact on your financial situation, we’ve provided a summary of the main 2018/19 tax year changes that have come into force. ...


Independent pension and investment advice, Wetherby IFA

The new state pension system and how to maximise your entitlement

Thursday, 17 May 2018

The State Pension changed on 6 April 2016. If you reached State Pension age on or after that date, you’ll get the new State Pension under the new rules. You can check your state pension age here: ...


Wetherby independent financial advice

Are you more concerned about inheritance tax than you need to be?

Friday, 4 May 2018

One of the most common requests for advice we get is on inheritance tax (IHT). Many clients feel they have an "issue" and need to start taking steps to avoid IHT. However, in most cases there is actua ...


Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).