News.

Top saving allowances. - 12th March 2019

The end of the tax year is in sight, so now is a great time to have a good look at your finances and make sure you are making the most of this year’s savings allowances and maximising your saving potential.

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91% of employers believe employees don’t understand the tax rules when withdrawing money from their pension. - 4th March 2019

WEALTH at work, a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals, recently carried out a poll of over 70 employers and found that 91% of them believe that employees do not understand the tax rules when withdrawing money from their pension.

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Financial education is essential in helping employees save enough for retirement. - 21st February 2019

As part of the government’s plans to help individuals save more for retirement, minimum automatic enrolment contribution rates are due to rise from 5% to 8% […]

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Top tips on how individuals can avoid losing their pension to scams. - 14th February 2019

WEALTH at work, specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals, has shared its top tips on how […]

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top ten tips to pay off christmas debt. - 10th January 2019

Christmas is an expensive time of year as the cost of presents, decorations, meals out and entertaining all add up. Individuals intend to spend £567 each […]

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Top 10 tips if you’re retiring in 2019. - 18th December 2018

The New Year is a great opportunity to take a good look at your finances and make financial plans for the coming year. Individuals who are […]

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Individuals could end up paying 200 times more tax depending on how they decide to access their retirement income. - 16th November 2018

WEALTH at work has created three examples to show how it may be possible to pay little, or no tax at-retirement with careful planning Individuals could […]

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Budget commentary 2018. - 29th October 2018

The Chancellor of the Exchequer, Philip Hammond, has today delivered this year’s Budget Report. Paul Morton, Investment Planning Director, comments; “Despite many rumours of further changes […]

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New figures show individuals pay almost 20 times more in tax for breaching the Lifetime Allowance. - 10th October 2018

Nearly 2000% more than ten years ago when the allowance was introduced HM Revenue & Customs has released new figures* showing that the tax collected from […]

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Making your money work harder. - 20th September 2018

Jonathan Watts-Lay, Director, WEALTH at work – a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals comments; “In […]

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