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By Armstrong Watson

14th March 2024

Maximising your State Pension and increasing retirement income

Private pension income is crucial in supporting your goals in retirement, however, equally so is the State Pension.

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By Stuart Smith

14th March 2024

How can you ensure your beneficiaries receive the maximum benefit from your pension?

Funds held in a pension are not included in valuing your estate. If IHT applies to your estate, your pension funds aren’t included and therefore won’t be subject to a 40% tax.However, as with many aspects of financial planning, it isn’t always this straightforward. 

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By Graham Poles

6th March 2024

Spring Budget 2024: What does it mean for individuals

The Chancellor indicated that the two-tier tax system for employees, with both National Insurance Contributions (NIC) and income taxes affecting the take home pay for 28 million workers across the country, was not something he felt was fair, as other forms of income are taxed to just income tax.

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By Justin Rourke

6th March 2024

Spring Budget 2024: Pensions, ISAs and savings

From a financial planning perspective this was a budget low on headlines. Having got through the pre-election banter it required a dive into the detail to understand how this might impact our clients.

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By Becky Bowness

29th February 2024

Spring Budget 2024: Will the Chancellor cut taxes?

With the Spring Budget 2024 just around the corner, there is much speculation about the tax changes and announcements that may be on the horizon. A general election is looming, and the Chancellor’s speech on Wednesday, March 6, is likely to be the last fiscal event before voters head to the polls.

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Gender Gap

By Kerry Chaloner

29th February 2024

Gender Gap in Retirement Savings

Research from Legal & General highlights the gender pensions gap between men and women.

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man thinking

By Ryan Anderson

27th February 2024

How much will you need to retire?

Ryan Anderson explains what retirement could look like at three different levels – Minimum, Moderate and Comfortable and what goods and services would cost for each level.

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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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