Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report

Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report

It has long been true that good, trustworthy and truly professional financial advisers are not easy to find. Synergi is very proud to be listed among the “excellent” advisers worldwide – Jonathan Martin DipPFS EFA, Synergi Switzerland. Read the full article at the link below. Industry cites ‘excellent’ list of international advisers amid Brite Advisors…

It’s never too early or too late to start planning for your retirement.

It’s never too early or too late to start planning for your retirement.

Get started by using these planning tips to help you feel more confident about life after work. Planning for retirement can feel complex and overwhelming. How long will your savings have to last and what sort of lifestyle would you like to enjoy? There is a lot to consider so it can be hard to…

Can you leave your pension savings to your loved ones?

Can you leave your pension savings to your loved ones?

Pension rules now make it possible to pass your pension plan on to your loved ones without paying the previous 55% ‘death tax’. These basic checks and steps can normally make sure your pension savings go to the right people in a tax-efficient way. Many people want to leave their assets to their children or…

Where will my retirement income come from? Part 2

Where will my retirement income come from? Part 2

In addition to traditional pension schemes there are a variety of other investment options which can be used to provide income in retirement. Individual Savings Accounts (ISAs) Some people might use money they have in an ISA as a source of income in retirement.For example, there are cash ISAs, which you can save into and…

UK Pension Tax on Death Benefits Proposed Change

UK Pension Tax on Death Benefits Proposed Change

On 18th July the UK government announced a consultation on pension taxation linked to the abolition of the Lifetime Allowance. It also considers other aspects of tax linked to pensions and proposes a significant change. Currently where pension member dies before age 75, benefits received by a beneficiary are generally outside the scope of income…

How to help your retirement income last when costs are rising? Few more tips
|

How to help your retirement income last when costs are rising? Few more tips

In the previous article we started talking about planning your pension to ensure you have enough money to sustain your lifestyle throughout your retirement. Here are a couple more things to consider when organising your finances today. Consider other sources of income. It’s worth considering whether you have other sources of income that could let…