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Miscalculated private pensions could cause big issues

By |March 18th, 2016|

The Chartered Financial Advisers here at Heritage Wealth Solutions are saddened to hear that many people across the country, including here in Yorkshire, could find that their private pensions are riddled with errors.

Just recently news broke that Aviva, one of the UK’s leading pension providers, has revealed that millions of pensions taken out between the […]

How much money do you need to save for retirement?

By |March 2nd, 2016|

For many Yorkshire residents, planning for retirement can be a daunting task. Our financial advisers generally hear the same old questions: “when should I start planning for retirement?”, “what type of pension scheme should I be looking to join?” and “how much do I need to save to have a happy retirement?”.

Unfortunately, there is no […]

Tackling the tax year end

By |February 18th, 2016|

With the tax year ending on Tuesday 5th April, people across Leeds, Yorkshire and the UK should be doing all they can to maximise their finances: as we discussed this time in 2015, the deadline will soon be upon us.

Taking this into account, the Morley-based financial adviser team here at Heritage Wealth Solutions are today […]

Follow these steps for pension freedom

By |December 16th, 2015|

As we discussed earlier this month, the latest OECD report suggests that the UK’s state pension is among the least generous in the world.

While the study made for both alarming and disappointing reading, our Leeds-based financial advisers are always keen to help individuals with their retirement plans.

Following on from this, today the Heritage Wealth Solutions […]

Latest OECD report doesn’t bode well for retirees

By |December 7th, 2015|

This country’s state pension is up there with the least generous in the world, according to the latest Organisation for Economic Co-operation and Development (OECD) report.

With only Mexico and Chile paying less, the international think tank’s study found that those living in the UK are currently being hit by a 38.3 replacement rate. This means […]

Reducing your inheritance tax bill

By |November 23rd, 2015|

Despite the announcement of the inheritance tax threshold being raised earlier this year, many still have to pay what they consider to be over the odds to pass wealth down.

As the Chancellor’s ‘family home allowance’ does not come into effect until April 2017, this is likely to be the case for the next few years […]

Tax year end approaching – Don’t miss out!

By |March 4th, 2015|

It seems like only yesterday we all had our Christmas jumpers on, over indulging in mince pies and mulled wine. How time flies.

With this in mind, the tax year-end will soon be upon us and with that the deadline before which you are able to benefit from a certain tax allowances will pass. The question is, […]