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Pension Tax Free Cash

One thing which has not changed for a long time is the tax free cash (TFC) which someone can take from their personal pension. For a long time, the maximum has been 25% of the value of the fund at the time of taking it. The earliest age you can take this is age 55,...

Financial Scams

Where there is easy money to be made, you will always find someone wanting to steal it from you. It appears some scams are “back”, although to be honest, we doubt if they went away in the first place. They probably lay fallow for a short time to allow people to forget...

What is Equity Release?

Equity Release is a mechanism to release capital from the value of your property. In simple terms, it is a mortgage, but one that you don’t have to repay during your lifetime. Whilst many different terms are used to describe Equity Release products, they all fall into...

Current developments in our recommended funds

Every quarter we carry out a review and analysis of investment funds that are available. What we look for are funds of a decent size – usually £100 million invested and above – and have a good consistent performance over the last five years. We aren’t interested...