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  • Home
  • About Us
    • Our History
    • Our Approach
    • Our People
    • Our Charges
    • Our Location
    • Our Privacy Notice
    • Vacancies
  • Our Services
    • Holistic Financial Planning
    • Retirement Planning and Pensions
    • Investment Planning
    • Long Term Care Planning
    • Ethical Investing
    • Other Services
  • Case Studies
  • News
    • News Feed
    • Newsletters & Magazines
    • Weekly Reviews
    • Budget & Economic Reviews
  • Resources
    • Regular Savings Calculator
    • Retirement Savings Calculator
    • Pension and Investment Drawdown Calculator
    • Risks & Commitments
  • Contact Us

News

Jan182018

Beccles Cycle for Life 2018

A date for the diary We are pleased to announce Beccles Cycle for Life is back for another year! The event will take place on Sunday May 13th 2018 at 10am; participants will be setting off from Sir John Leman High School. The event is run by the Rotary Club of Beccles, with profits from…

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January 18, 2018NewsBy Norfolk and Suffolk
Nov292017

Will your pension go to the wrong person?

It can come as a surprise to many people to learn that their pension doesn’t form part of their estate on death. Unlike property, savings and investments which can all be dealt with under the terms of your Will, who gets your pension savings depends on who you nominated when you were asked to complete…

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November 29, 2017NewsBy Norfolk and Suffolk
Nov212017

Retired households hand over £7,400 to the taxman

In further evidence that pensioners are seeing their incomes rise, those in retirement have seen their annual tax bill grow by 5.7% to an average £7,410 (2015-16 tax year)1. Nearly 30% of pensioner household income was taken up with paying the taxman, and this figure includes income tax, council tax, VAT, insurance premium tax and…

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November 21, 2017NewsBy Norfolk and Suffolk
Nov162017

Inheritance tax: the government rakes in £5bn

The amount of revenue that the government raises from inheritance tax (IHT) continues to rise year by year. In 2016- 17, the figure rose again to over £4.9bn1, with experts expecting it to be even higher in this financial year. Controversially, the threshold at which IHT applies has been stuck at £325,000 since 2009. Over…

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November 16, 2017NewsBy Norfolk and Suffolk
Nov162017

Pension freedoms – don’t lose out!

In the first major study to be conducted since the introduction of the new pension rules in 2015, the Financial Conduct Authority (FCA)1 reviewed the actions taken by pensioners who chose not to receive advice when accessing their pension pots. They flagged up several areas of concern. Common mistakes The FCA found that many people…

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November 16, 2017NewsBy Norfolk and Suffolk
Nov82017

Millennials: don’t overlook the benefits of insurance

Life can seem particularly tough for today’s 18 to 35-year-olds. Their employment prospects are likely to be far less certain than those of previous generations; it’s been suggested that they could have as many as a dozen different jobs during their careers. As for owning a home and having a family, these life stages are…

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November 8, 2017NewsBy Norfolk and Suffolk
Oct312017

Treasury confirms lifetime allowance will go up in line with inflation

In his 2015 Budget, the then Chancellor George Osborne announced that the Lifetime Allowance (LTA) for pension contributions would be reduced from £1.25m to £1m from April 2016. It was also announced that the LTA would be indexed by inflation from April 2018. As there had been a change of government in the meantime, there…

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October 31, 2017NewsBy Norfolk and Suffolk
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01502 501922
mail@norfolkandsuffolk.co.uk

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Norfolk & Suffolk Chartered Financial Planners
3 Quay View Business Park
Barnards Way
Lowestoft
NR32 2HD

Tel 01502 501922
mail@norfolkandsuffolk.co.uk

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Norfolk & Suffolk Financial Services Ltd is registered in England and Wales no. 118330. Registered office, 3 Quay View Business Park, Lowestoft, NR32 2HD.

Authorised and regulated by the Financial Conduct Authority. Norfolk & Suffolk Financial Services Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 115187.

Norfolk & Suffolk Chartered Financial Planners is a trading name of Norfolk & Suffolk Financial Services Ltd.

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