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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 Armstrong Watson

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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By Armstrong Watson

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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