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Over two million over-55 homeowners bank on downsizing

by TIna

Category: financial planning & Uncategorized

Up to 2.3 million homeowners aged 55 and over are banking on raising money from their homes through downsizing and on average hope to raise around ÂŁ85,300 each from their property deals, according to new research from Prudential. When asked how they plan to make use of the money raised, over-55 downsizers are equally as likely to splash out on a one-off purchase (42%) as they are to save or invest a sum (41%). Nearly three in 10 (29%) are planning to put some of the money into their pension pots.

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No Will, No Way through the Inheritance Jungle

by TIna

Category: estate planning & Uncategorized

Almost two out of three Britons have not made a Will and risk leaving a financial nightmare for family members when they die, warns the Law Society. Research coinciding with ‘Dying Awareness Week’, published in May 2014 from the Dying Matters Coalition, revealed that only 36 per cent of British adults say they have written a Will, while 83 per cent reported being uncomfortable discussing their dying wishes.

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Mortgage Protection in 2014: are you amongst the most protected?

by TIna

Category: Protection & Uncategorized

As a nation, are we doing enough to protect ourselves, our families and our assets? Scottish Widows is seeking to answer this question throughout the year, with a series of reports on Britain’s approach to protection. Their May 2014 report takes a look at mortgage holder’s protection, to see how many of us are properly protecting what is likely to be our biggest asset.

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HMRC boasts record level of additional tax after avoidance crackdown

by TIna

Category: Tax & Uncategorized

HMRC has revealed a dramatic jump in its revenues thanks to its recent measures aimed at clamping down on tax avoidance schemes. During the course of the tax year 2013/2014, HMRC claims that it has generated an extra ÂŁ23.9 billion in tax; a staggering figure, especially considering it puts them ÂŁ1 billion ahead of a target set by the Chancellor, George Osborne.

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Retirees’ incomes squeezed to support their families

by TIna

Category: Lifestyle & retirement & savings & Uncategorized

Two in five (39%) people planning on retiring this year provide financial support to their families or other dependants, according to new research by Prudential. The research into the ‘Class of 2014’ is Prudential’s seventh annual study tracking the future plans and aspirations of people who plan to retire in the next year. It reveals that retirees who still provide regular support to their dependants pay out an average of ÂŁ250 per month, or ÂŁ3,000 over the course of a year.

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