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By Justin Rourke

8th February 2024

Required retirement income rises by up to 34% - how much will you need to retire?

The expected level of income needed in retirement has risen sharply with new research revealing increases for all retirement lifestyles. But how much will you need to save for retirement? 

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Happy Employees

By Dominic Gaunt

1st February 2024

Why the financial health and wellbeing of employees matters for employers

For employees, financial wellbeing is becoming more important than ever and having a workforce that is engaged, informed, supported and efficient will improve productivity and build trust.

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By Armstrong Watson

29th January 2024

Armstrong Watson’s top-rated financial planning team continues to grow

Armstrong Watson’s top-rated financial planning team continues to grow with the appointment of a new financial adviser in Skipton.

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By Chelsea Whittock

23rd January 2024

The importance of financial planning for high-earning professionals

Whilst many professionals such as lawyers and accountants have excellent financial knowledge and experience, many can be guilty of neglecting their own personal finances due to lack of time.

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By Justin Rourke

17th January 2024

Can I still have my 25% tax-free pension lump sum?

If your pension savings are less than £1,073,000, and you wish to take a lump sum, then you will still get 25% of the pot tax-free, up to a maximum of £268,250. However, if you have more than £1,073,000 in your pension, the tax-free element will be less than 25%.

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By Benjamin Walsh

4th January 2024

How will recent changes impact your NHS pension?

After another year of changing rules and regulations - the removal of the lifetime allowance and the increase to the annual allowance alongside the implementation of the McCloud remedy - the pension landscape for NHS members has never been more complex. But how do these changes impact your NHS pension? 

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By Justin Rourke

22nd November 2023

Autumn Statement 2023 - Pensions and Savings

The Chancellor’s 2023 Autumn Statement is perhaps more remarkable for what it did not include, rather than what it did. Financial planners had widely been expecting ISAs to benefit from an increase in annual allowance and a simplification.

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By Paul Moody

9th November 2023

Can I help my children through the cost-of-living crisis and save on Inheritance Tax too?

Gifting your children or grandchildren money while you are alive could be a tax-efficient way to be the “Bank of Mum and Dad” during the cost-of-living crisis and could mean that you help your children now when they need it most.

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By Justin Rourke

2nd November 2023

New legislation aims to improve Lasting Power of Attorney system 

The process of completing a Lasting Power of Attorney (LPA) has often been considered time-consuming and confusing, but new legislation aims to modernise this process and could be a vital piece of the jigsaw when it comes to implementing a secure financial plan for you and your family.   

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By Armstrong Watson

28th September 2023

Armstrong Watson acquires financial services firm 3G financial

Armstrong Watson is pleased to announce the acquisition of Penrith-based financial services firm 3G Financial.

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