How effective is your inheritance tax planning?
Monday 15 February 2016
Allan Ross reviews the new Residential Nil Rate Band (RNRB) that will be introduced from April 2017.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Act NOW to prepare your company for auto enrolment
Friday 12 February 2016
We recommend companies plan for auto enrolment twelve months in advance of their staging date. If your company is due to stage in 2016 call us now
What to consider when you are some way off from retirement?
Tuesday 9 February 2016
Each week up to the Budget in March we will add articles from our brochure: Your Retirement Options - Freedom & Choice: before, in and at retirement
Your Retirement Options explained
Friday 5 February 2016
Read our new guide - Freedom & Choice in Pensions - before, at and in retirement to make sense of your pension options.
Attend our FREE pension seminar
Monday 1 February 2016
In response to client feedback we are now organising FREE pension seminars, for anyone over 50 or approaching retirement.
Assessing the impact of market volatility on your investments
Thursday 28 January 2016
During January 2016 we have witnessed very volatile global stock markets due to: falling oil prices, uncertainty in China and global growth concerns.
Mark Slobom our Financial Adviser in Harpenden passes pension update exam
Friday 22 January 2016
Mark Slobom, has become the latest Lonsdale Independent Financial Adviser to pass the Chartered Institute of Insurance (R08) Pensions Update exam
What should you consider when making pension withdrawals?
Wednesday 13 January 2016
Daniel Stansall, Financial Adviser, Barnet North London reviews the potential danger of taking fixed withdrawals in retirement without reviewing it.
Are you looking for a Pension Calculator?
Wednesday 23 December 2015
Do you need to calculate your retirement income? Learn how you can use our Lifetime Financial Planner to model your finances.
Read our Retirement Guide to see how recent pension changes will affect you?
Wednesday 23 December 2015
If you are approaching retirement or want to get a better understanding of the new legislation we recommend you review our Retirement Guide.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
