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Julie Carter

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 February 25, 2021

ISAs: should you have more than one?

 As independent financial advisers, at Slater Financial we’re often asked about ISAs – what are they, how do they work, why should I have one,…

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January 6, 2021

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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