January 6, 2021

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Why now is the perfect time to rethink your pension

This year’s pandemic has changed many things. And according to figures published by the Institute of Fiscal Studies in September, it’s also caused one in…

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October 10, 2017

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Pensions Consolidation

It is fairly common for people carving out their career progressions to change jobs, which can mean ending up with multiple pensions. You might also…

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September 28, 2016

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Inheritance Tax: How Your Marital Status Affects Your Liability

As with any tax obligation there is a series of factors that affect your liability and knowing where exemptions apply in the politics of inheritance…

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September 20, 2016

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What Exactly is a Frozen Pension?

There is so much jargon relating to pensions that the average person can find it difficult to know where they stand with their chosen products.…

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September 12, 2016

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Top Tips for Selecting the Right Life Insurance Policy

Whether you have dependents or not - this includes school age children, a partner who relies solely on your earnings or if you have a…

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September 1, 2016

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I’m Close to Retirement, How Can I Draw Personal Pension Benefits?

There has been much news in the press regarding the drawing of personal pensions in light of new rules that the 2016/17 tax year brought…

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July 28, 2016

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Is Taking Out a Critical Illness Insurance Policy Right for You?

Whilst no one wants to tempt fate, taking out a critical illness insurance policy can provide the protection you need should the worst happen. Many…

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July 15, 2016

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Inheritance Tax: Reducing Your Liability

Inheritance Tax is an important obligation that every liable individual must consider. This tax type is due if an individual’s estate – which consists of…

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July 5, 2016

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3 Reasons to Get Professional Advice about Retirement

Whilst retirement is indeed the time to sit back, relax and enjoy, the years leading up to retirement are full of decisions, and getting the…

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June 27, 2016

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What’s Covered by My Life Insurance Policy?

There is a time in everyone’s life when the need to take out life insurance becomes a serious consideration, after all we’re not going to…

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June 20, 2016

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Your Guide to Investing a Lump Sum

Here at Slater Financial, we understand that your savings are important to you, in fact, every penny counts, but to grow your savings and put…

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June 13, 2016

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Personal Money Management: Answering the FAQs

Managing your personal expenditure is extremely important, and whilst budgeting and saving can take some years of practice to master, seeking independent financial advice from…

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June 5, 2016

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New Tax Year, New ISA – How to Make the Most of Yours

The new tax year brings a whole host of changes, many of which may be particularly beneficial to your financial health. One staple remains the…

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June 4, 2016

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The Benefits of Seeking Independent Financial Advice

We understand more than most that your financial health is important to you, and ensuring that you not only save to achieve your short term…

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June 3, 2016

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I’m Self-Employed, How Should I Save for Retirement?

Whilst the internet is filled with resources offering the latest and greatest information about workplace pensions, for the growing proportion of the population that is…

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June 2, 2016

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Which Type of Pension is Right for Me?

Your pension should not only provide the funds to live life comfortably after retirement, but also suit your financial circumstances now. As a result there…

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May 5, 2016

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The Cash ISA – Your Route to Tax-Free Savings

Whether you are putting money aside for your child’s school fees, a brand new motor, or a move on to or up the property ladder,…

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May 4, 2016

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Top Tips for First-Time Investors

When it comes to investing your hard earned cash, here at Slater Financial, we understand that getting the professional advice and assistance you need to…

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May 3, 2016

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What You Need to Know About the Junior ISA

It’s not just adult savers that can take advantage of everything that an Individual Savings Account (ISA) has to offer. Children, and parents wishing to…

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April 26, 2016

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How to Cut Your Investment Risk

Whether you are new to the world of investment or an individual with existing commitments just looking for investment advice that you can trust, cutting…

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April 25, 2016

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Budgeting for Retirement

Your retirement years should be all about relaxation and leisure, but without the right plan in place you may find that the funds you put…

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February 14, 2016

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Why You Should Review Your Investments Annually

Maintaining the health of your finances is just as important as managing other aspects of your life, and when it comes to taking charge of…

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February 12, 2016

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Pension Consolidation – The Facts

With the State Pension no longer enough to sustain the lifestyles we all want to lead following retirement, calling on multiple savings and investment funds…

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February 11, 2016

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How to Get the Most from Your Pension Plan

Everyone needs a plan when it comes to preparing for retirement, especially when considering the funds that will be accessible to you. With news of…

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February 10, 2016

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4 Things to Consider Before You Retire

Retirement is an exciting phase in many individuals’ lives, however, without the right planning the prospect of a different pattern of income and expenditure can…

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February 9, 2016

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Planning for Retirement – What You Need to Know

Whether you are years, or even decades, from retirement or are approaching retirement age swiftly, being prepared for a secure financial future and considering your…

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February 8, 2016

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Finding the Right NISA for You

The NISA, or Individual Savings Account as it is known industry-wide, has evolved significantly in recent years. With more products on the market than ever…

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February 7, 2016

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Alternative Ways to Invest Your Income

It’s safe to say that improving your personal finance and corporate finance prospects doesn’t always come without risk. As the nation celebrates its sixth year…

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February 6, 2016

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What is a SIPP?

In recent years both private and government backed pension schemes have fallen into the spotlight with many individuals looking ahead to retirement taking full control…

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February 5, 2016

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Protecting Your Investments – The Dos and Don’ts

Unbeknown to many, finding the right investment route is only part of securing your financial future and putting the wheels in motion to meet those…

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February 4, 2016

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A Guide to ISAs

Here at Slater Financial, we understand that your financial health is important to you, and planning ahead for short and long term success is essential…

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February 3, 2016

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Knowing Your Investments

For business owners, those close to retirement and individuals with investment capital, inheritance or windfalls, it is probably not enough to hold and pay into…

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