News.

Jonathan Watts-Lay, Director, WEALTH at work outlines some of the key considerations for individuals facing retirement.

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.

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.

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% […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]