Tips and Downloads

Useful topics for consideration when planning your future.

There is no substitute for good financial guidance, and although we are not seeking to impart advice on this page, we are hopeful that some of the Case Studies, Fact Sheets, Planning Tips and ‘Did You Know?’ series will be of value to you.

New State Pension Age

Will you be one of the millions of workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age... read more →

Blue Sky Fact Sheets

Market sentiment.

It is impossible for investors to predict the future. Short-term losses can be unsettling, but holding steady through the ups and downs is the best way to reach your long-term investment... read more →

Blue Sky Fact Sheets

Get ‘wrapped’ up!

Some people don’t want a pension company deciding how their pension savings are invested – they want to control where their money goes and how it grows. For people wanting to... read more →

Blue Sky Fact Sheets

Growing Care Costs

As part of Budget 2017, Chancellor Philip Hammond announced an extra £2 billion of funding for social care and paved the way for major changes to how people pay for it.... read more →

Blue Sky Fact Sheets

Interest Rate Increase – what does it mean for you?

The Bank of England has increased interest rates from 0.25% to 0.50%. This is the first time the country has seen a rise in more than a decade, but what... read more →

Planning For The Future, Planning Tips

Your wealth. Your legacy.

If you have significant assets, you may be wondering whether Inheritance Tax (IHT) affects you. Worryingly, some families appear to be shying away from difficult conversations, as almost half (47%) of... read more →

Blue Sky Fact Sheets

Tips & Downloads